requirements either via call centre or over e-mail advising on suitable options in line with customer requests
requirements either via call centre or over e-mail advising on suitable options in line with customer requests
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Administrative Assistant to join our dynamic team in the financial sector.
If you have a passion for efficiency
background in administrative support within the financial section we want to hear from you.
Key
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1. Providing administrative support to financial professionals
2. Handling confidential information
(Hybrid Position) Requirements Experience in the financial services industry Access to fibre at home 2-3
(Hybrid Position) Requirements Experience in the financial services industry Access to fibre at home 2-3
EXPERIENCE A minimum of 2-3 years' experience within a Financial Services institution Credit administration experience
Studio Week, Game/Design/Business Jams, Design, Graduation, Showcase, Navigator Workshops and others Collaborates