preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account to demonstrate the ability to work with numbers. Initiative-taking work ethic and able to multi-task.
best, progressive thinking to keep growing, and working together to deliver trusted advice to help our professional practice under the Liberty brand Provide financial planning support to clients Cultivate top performance Passive income creation Flexible working hours Opportunity to join a well-established, reputable
best, progressive thinking to keep growing, and working together to deliver trusted advice to help our professional practice under the Liberty brand Provide financial planning support to clients Cultivate top performance Passive income creation Flexible working hours Opportunity to join a well-established, reputable
prospective clients, assess their risk profile and provide long term financial solutions aligned with client's
Insurance claims Experience working on Sage is ESSENTIAL. Ability to work with Excel documents Requirements: At least 2 years P/A or Secretarial experience, working with SAGE. Microsoft Excel experience Immediately Insurance claims Experience working on Sage is ESSENTIAL. Ability to work with Excel documents Requirements: At least 2 years P/A or Secretarial experience, working with SAGE. Microsoft Excel experience Immediately
(tertiary level) Able to handle great amounts of work and handle pressure Excellent computer software
the following: • Plan, assign & review staff work • Support month end & year end close process