unit trusts, processing transfers for financial products, including Section 14, Section 42, and Directive
unit trusts, processing transfers for financial products, including Section 14, Section 42, and Directive
Financial Planner with solid investment and retirement product knowledge. The business is paperless so Advanced
Financial Planner with solid investment and retirement product knowledge. The business is paperless so Advanced
abreast of market changes and internal system developments ensuring that all new processes align to best
/>DUTIES:
daily operations to ensure efficiency and accuracy Develop and implement operational policies and procedures
clients informed of regulatory changes and updates. Develop and maintain sound relationships with clients and
clients informed of regulatory changes and updates. Develop and maintain sound relationships with clients and
Collaborate with manufacturing and service managers to develop effective costing models
- Work closely with