of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance and undertake the necessary research in order to provide ongoing feedback to the team. Preparation & a similar role Job technical Skills On the job training Please note: only shortlisted candidates will
of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance and undertake the necessary research in order to provide ongoing feedback to the team. Preparation & a similar role Job technical Skills On the job training Please note: only shortlisted candidates will
financial services industry (office based position) Full function accounting duties up to Trial balance, will be responsible for managing 2 staff members. Full function accounting duties up to Trial balance,
documentation of processes and procedures, and planned training of same o Review of system, and recommendations
documentation of processes and procedures, and planned training of same o Review of system, and recommendations
to successfully manage a suit of portfolios • Providing portfolio analytics services in relation to discretionary around these portfolios on an ongoing basis. • Provide support to the Portfolio Management team • Generation to successfully manage a suit of portfolios • Providing portfolio analytics services in relation to discretionary around these portfolios on an ongoing basis. • Provide support to the Portfolio Management team Key competencies
to successfully manage a suit of portfolios • Providing portfolio analytics services in relation to discretionary around these portfolios on an ongoing basis. • Provide support to the Portfolio Management team • Generation to successfully manage a suit of portfolios • Providing portfolio analytics services in relation to discretionary around these portfolios on an ongoing basis. • Provide support to the Portfolio Management team Key competencies
responding to queries on time and diligently. § Providing clients/ IFA's with superior levels of service
responding to queries on time and diligently. § Providing clients/ IFA's with superior levels of service
correspondence with clients, beneficiaries and third-party providers, as well as internal department to ensure that