Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or
Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or
suspicious transactions to Fund / Corporate Finance Manager Do a journal for the payment done outside the system Prepare monthly accruals Fixed assets register Manage the asset register Update any additions or disposals
Providing expert guidance on investment options, risk management, and wealth preservation strategies. Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver
Providing expert guidance on investment options, risk management, and wealth preservation strategies. Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver