new business
4. Relevant qualifications and certifications as preferred
5. Time management
potential new clients and business opportunities. Responsible for reporting to senior management, customers
potential new clients and business opportunities. Responsible for reporting to senior management, customers
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Re
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Re