and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement change Acquire short term insurance leads from the company's financial planning partners On receipt of the client relationships Support and contribute to company initiatives to communicate to, educate and engage
and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement change Acquire short term insurance leads from the company's financial planning partners On receipt of the client relationships Support and contribute to company initiatives to communicate to, educate and engage
refreshments for all offices in the Company Monitor the central company e-mail accounts Receive, validate reconcile the daily bank statement for both Company Advisory and company relating to commission / fee deposits Financial Planning Partners who have left the company Preparation of month end reconciliation packs for
refreshments for all offices in the Company Monitor the central company e-mail accounts Receive, validate reconcile the daily bank statement for both Company Advisory and company relating to commission / fee deposits Financial Planning Partners who have left the company Preparation of month end reconciliation packs for
using Microsoft Excel Recommending changes to the company's processes and policies to reduce cost and maximise
using Microsoft Excel Recommending changes to the company's processes and policies to reduce cost and maximise
business opportunities to support the growth of the company. Doctor Recruitment Conduct research and outreach
business opportunities to support the growth of the company. Doctor Recruitment Conduct research and outreach