Job Overview:
Key Skills and Competencies:
Portfolio Managers and CRMs
looking for an FandI Assistant to work alongside our FandI Department to assist with handling the financial are not limited to: Assist our FandI consultants with various admin duties Assist in loading Finance Applications client service with professionalism and friendliness Assist with explaining the costs, terms and contractual contractual obligations of any finance transactions Assist with explaining to the customers all products and services
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Job Purpose: The Planning Assistant supports the needs of the Planning and Allocating functions, being Reporting on key areas Assist with planning processes Assist with allocating stock to stores Monitor workflow workflow and assist where necessary MINIMUM REQUIREMENTS: (You must be able to answer “YES” to all requirements
Description Job Overview: The Planning Assistant supports the needs of the Planning and Allocating functions Reporting on key areas Assist with planning processes Assist with allocating stock to stores Monitor workflow workflow and assist where necessary Key Skills and Competencies: Manage Time Efficiently Strong Numeracy and
Job Purpose: The Planning Assistant supports the needs of the Planning and Allocating functions, being Reporting on key areas Assist with planning processes Assist with allocating stock to stores Monitor workflow workflow and assist where necessary MINIMUM REQUIREMENTS: (You must be able to answer “YES” to all requirements
dashboards, and forecasts.
dashboards, and forecasts. Maintain product and pricing information on customer portals and internally strategies and positioning. Provide recommendations for pricing optimization, product mix, and territory allocation provide regular performance updates to stakeholders. Assist in the development of sales strategies, including
dashboards, and forecasts