closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s)
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: Operational Support (10%) Support the Centre with general office management tasks including reception and facilities with the ordering of stationery / office refreshments for all offices in the Company Monitor the central process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during
conducting interviews with prospective students and assisting them throughout the application and registration monthly and annual interviews. Application Target • Assist students with the online application process during
You will also be expected to work with our back-office teams that are remote-first and distributed: we