, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client.... Role responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical...
IDEX Consulting, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client... including complex technical cases. Role responsibilities: To assist the Financial Planner in formulating the advice to the...
IDEX ConsultingStrong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the Adviser... including complex technical cases. Role responsibilities: To assist the Financial Planner in formulating the advice to the...
IDEX Consulting