closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
conducting interviews with prospective students and assisting them throughout the application and registration our brand at career expos and other stakeholder events. • Achieve monthly presentation targets as per monthly and annual interviews. Application Target • Assist students with the online application process during
conducting interviews with prospective students and assisting them throughout the application and registration our brand at career expos and other stakeholder events. • Achieve monthly presentation targets as per monthly and annual interviews. Application Target • Assist students with the online application process during
brand at career expos Facilitating stakeholder events Recruitment of students: Conducting follow up calls