Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
IWP for handover to BDM or Financial Planning Partner.
Upload scanned copies of all documentation
clients as requested by the Financial Planning Partner via xPlan.
Extensive use of Xplan notes and
technology issues experienced by the Financial Planning Partner and facilitate the
solution - liaison with
on NAV to support the Financial Planning
Partner(s)
Track and monitor personal KPIs on NAV
Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV
IWP for handover to BDM or Financial Planning Partner. Upload scanned copies of all documentation into clients as requested by the Financial Planning Partner via xPlan. Extensive use of Xplan notes and tasks technology issues experienced by the Financial Planning Partner and facilitate the solution - liaison with the available on NAV to support the Financial Planning Partner(s) Track and monitor personal KPIs on NAV Request Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV Marketing
based in the Northen Suburbs is seeking a Social Media and Digital Marketing Manager. Candidate must have
applicants must also be proficient in managing social media platforms. The ideal candidate will be someone who marketed via social media. Understand SEO and digital marketing on social media (or show an interest interest in learning). Adept with social media platforms such as LinkedIn, Instagram, and Twitter. Personal Support
marketed via social media.
for this role to be proficient in managing social media platforms and updates to the company website. We social media, mainly LinkedIn as a brand tool Understands SEO and digital marketing on social media is advantageous least an interest in learning) Adept with social media such as LinkedIn, Instagram, FaceBook Minimum of
(non-negotiable)
Operations Associate – Finance & HR
Location: Our client is a UK-based software development company specialising in business and domestic
Do you have a keen interest in and passion for setting personal financial goals and using these as a vehicle to achieve important life goals - for yourself and others? Have you ever considered the possibility to be the master of your own destiny, generate a lucrative income, and create personal fina