employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business
acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding