Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literac
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Cape Town are in search of a Senior Financial Advisor Assists in planning and implementing pursuit of strategic
Cape Town are in search of a Senior Financial Advisor Assists in planning and implementing pursuit of strategic
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
legal knowledge.
their legal knowledge. A Junior Legal Advisor typically assists clients with telephonic legal advice on
their legal knowledge. A Junior Legal Advisor typically assists clients with telephonic legal advice on