messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
policy, flexible and hybrid work arrangement (Mon, Wed and Fri at the office) and awesome in office perks
experience working with Financial Advisers / Financial Planners • Computer literate in MS Office R850 000 PA ctc
experience working with Financial Advisers / Financial Planners • Computer literate in MS Office R850 000 PA ctc
in operating theatre. Prepare and submit weekly planners and reports. Ongoing training of surgeons, registrars
in operating theatre. Prepare and submit weekly planners and reports. Ongoing training of surgeons, registrars
/>Achieve Sales Targets.
Structured weekly call planner and call reporting detailing progress with new
Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with
constantly challenges the status quo A natural forward planner who critically assesses own performance Mature