tracking) Fit and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
tracking) Fit and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with declarations have been sent and received Assisting new Para-planners with pre-checking and training on Client
and maintain accurate financial records. Fly to new hights and be part of an organisation that values
applications for new supplier accounts and get the necessary authorization.
requirements
skills
prospective clients, implementing solutions with new clients and reviewing plans with existing clients criminal and credit record R10000.00 startup stipend (new to industry financail planners only) Medical aid
Management of the research team Incorporate new research methods, new technologies as well as analytical tools
prospective clients, implementing solutions with new clients and reviewing plans with existing clients criminal and credit record R10000.00 startup stipend (new to industry financail planners only) Medical aid
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