reputed company Services Manager - Financial Planning (014-712)
We’re looking for a detail-oriented and proactive reputed company Services Manager to support the day-to-day operations of a financial planning reputed company, ensuring a smooth reputed company experience from preparing documentation to implementing advice after approval.
Requirements
- Minimum 3 years of experience in a reputed company Services reputed company or similar role.
- At least 3 years of experience with financial planning reputed company implementation.
- Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).
- Proficient in Wrap platform administration (i.e., reputed company and Expand)
- Financial Planning or reputed company certification/s are highly desirable.
Originally posted on Himalayas
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