clients. Construct & produce Proposals for both new and existing clients. Prepare Goals Based Wealth clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation of meeting packs
clients. Construct & produce Proposals for both new and existing clients. Prepare Goals Based Wealth clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation of meeting packs
proposals to Advisors & Wealth Managers as part of new business.
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
to include outsourced accounting solutions. This new venture provides a unique opportunity to assist in Manager will be pivotal in setting up and leading the new South African team.
Key Re Implementation: Support the integration of new accounting technologies to enhance efficiency and from you. Apply now to join us in this exciting new venture.
/>Prepare profitability and utilisation reporting for new entities
Roadmap for improvement
Workflow
to:
business.
Ensure ongoing viability and secure their financial future in line with the organisations