One degree alliance is the only company you will ever need to manage all your finances. The service we provide includes Business solution, Personal finance, Seminars-workshops, Estate planning, Insurance and investment. Utilizing our network, we work with our clients to develop a long term, all-encompassing financial strategy to maximize their financial power. This is achieved by incorporating the best in market solution, insurances and investments.
Assist Financial Director to do admin work.
- contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims; - analyzing information and preparing plans best suited to individual clients' requirements; - completing risk analyses;
- researching the marketplace and providing clients with information on new and existing products and services;
- designing financial strategies;
- assisting clients to make informed decisions;
- researching information from various sources, including providers of financial products;
- reviewing and responding to clients changing needs and financial circumstances; - promoting and selling financial products to meet given or negotiated sales targets;
- negotiating with product suppliers for the best possible rates;
- liaising with head office and financial services providers;
- liaising with other professionals, such as estate agents, solicitors and valuers;
- keeping up to date with financial products and legislation;
- plan and set up financial talks and seminar - producing financial reports;
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised product
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- Company:
One Degree Alliance - Designation:
Personal Assistant of Financial Director - Profession:
Accounting / Auditing / Taxation - Industry:
Finance