Durban is urgently seeking a well versed Personal Assistant to join their team as soon as possible, on a Temporary
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
technical knowledge and administrative skills to assist in the preparation of sales proposals, processing inter-department workflow satisfaction. · Sales Support: Assist the sales team with the preparation of quotes, Resolve customer issues and complaints in a professional and efficient manner. · Administrative Tasks: sales reports and presentations for management. Assist with the organization and coordination of sales
needs analysis Relationship building Build a professional practice under the Liberty brand Provide solutions and sales). You will receive training from professional Trainers as well as your Manager and will therefore
needs analysis Relationship building Build a professional practice under the Liberty brand Provide solutions and sales). You will receive training from professional Trainers as well as your Manager and will therefore
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
software. The role requires a detail-oriented professional who is committed to excellence and can work to project performance and progress. Maintain professional relationships with customers, suppliers, and
education opportunities Build and manage your professional practice Qualifications Grade 12 (Matric) Degree proficient professionals committed to helping you succeed and establish a successful and professional practice
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within
is to generate Wealth for ourclients with professionalism, commitment, and knowledge to create an excellent