during week and weekend days. Work with service contractors. Oversee maintenance-related procurement requests (Maintenance team, Gardening team, Cleaning team, Contractors. Please note should you not receive a response two weeks of applying you may assume that your application was unsuccessful. Monthly
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate recommendations to clients. Prepare proposal documents and application documents. Prepare statement/record of advice documentation as required. Preparing investment applications, transfers, and documents for client meetings Client relationship management. Handling of new application and quotations. Remain up-to-date on products
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate recommendations to clients. Prepare proposal documents and application documents. Prepare statement/record of advice documentation as required. Preparing investment applications, transfers, and documents for client meetings Client relationship management. Handling of new application and quotations. Remain up-to-date on products
rules. Submission of new business application(s), together with supporting documentation to relevant PPs Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding
rules. Submission of new business application(s), together with supporting documentation to relevant PPs Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate two weeks of applying you may assume that your application was unsuccessful. Monthly
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate two weeks of applying you may assume that your application was unsuccessful. Monthly
initiatives. Insurance. Funding. Please consider your application unsuccessful if you do not receive a response response withing 2 weeks of submitting your application. Monthly
initiatives. Insurance. Funding. Please consider your application unsuccessful if you do not receive a response response withing 2 weeks of submitting your application. Monthly
two weeks of applying you may assume that your application was unsuccessful.