Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required administrative, operations and client services support to the Financial Planning Partner and is the liaison of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align