and excellent with time management Daily timeous liaison with clients Has good attention to detail Is flexible and excellent with time management Daily timeous liaison with clients Has good attention to detail Is flexible
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full
and ensure growth objectives are met. Supplier Liaison : Coordinate with various suppliers, including
and ensure growth objectives are met. Supplier Liaison : Coordinate with various suppliers, including
and our International partners.
with business objectives.
through planned individual account support, and liaison with internal order-processing staff Ensure effective
through planned individual account support, and liaison with internal order-processing staff Ensure effective
graphs, dashboards • Drive campaigns for Client liaison – education, financial wellbeing, providing content
recruitment programmeto support this. Acting as a liaison to senior management and directors to keep them