understanding the products and identify solutions to fit their needs, generating sales and renewals, whilst
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Cape Town
financial advice, recommending and implementing "fit for purpose" financial plans and solutions Provide
financial advice, recommending and implementing "fit for purpose" financial plans and solutions Provide
Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring monitoring and onboarding checks of all advisory staff, fit and proper competency checks according to FSCA regulations
Competency Register (e.g. CPD and Supervision tracking) Fit and Proper checks for New Wealth Managers Ensuring monitoring and onboarding checks of all advisory staff, fit and proper competency checks according to FSCA regulations
with all business departments to ensure quality and fit for purpose solutions.
with all business departments to ensure quality and fit for purpose solutions. Assist with reproduction,