Financial Services industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the of new business application(s), together with supporting documentation to relevant PPs. Monitoring the PPs timeously. Providing an ongoing service and maintenance support function to the Financial Planning
Ensure monthly stock take with production and support department teams. Ensures FIFO / LOS (line of site) minimize risk to the company. Liaises with and assists Planning with the verification of receipts and
Ensure monthly stock take with production and support department teams. Ensures FIFO / LOS (line of site) minimize risk to the company. Liaises with and assists Planning with the verification of receipts and
resilient, and a driven dealmaker passionate about supporting Business Owners. Responsibilities, but not limited prospective clients with a customized growth plan. Supporting prospective clients through the company's application clients to the company's Operations team, who support the clients through their journey with the company