motivated Excellent organizational skills Customer Liaison Computer literacy (MS Office and Internet) Must
Typing and Correspondence General Administration Liaison with & Assisting Clients / Customers Welcoming
and responding to appropriately Updating files Liaison with internal customers and stakeholders Key Skills/Attributes
terms of deliveries Track orders Debrief client liaison booking out returns scanning out of all parcels
services support to the Financial Planner and is the liaison person between the Financial Practice and the regional
all transactions, queries, reporting etc.).
Liaison between Financial Planner and product providers
intermediary appointment notes to relevant PPs.
Monitoring the submission of intermediary appointment notes
Planning Partner and facilitate the solution - liaison with the IT support desk etc.
NAV
services support to the Financial Planner and is the liaison person between the Financial Practice and the regional (including all transactions, queries, reporting etc.). Liaison between Financial Planner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full
services support to the Financial Planner and is the liaison person between the Financial Practice and the regional (including all transactions, queries, reporting etc.). Liaison between Financial Planner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full
support to the Financial Planning Partner and is the liaison person between the practice and the regional office (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. • NAV and KPIs Full
support to the Financial Planning Partner and is the liaison person between the practice and the regional office (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. • NAV and KPIs Full
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