Planning. Knowledge of financial products and services offered by our company. Experience in preparing recommendations to clients. Prepare proposal documents and application documents. Prepare statement/record of advice documentation as required. Preparing investment applications, transfers, and documents for client meetings Handling of new application and quotations. Remain up-to-date on products and services. Where there are additional tasks and services to ensure the continued operations of team services. Process new account
Planning. Knowledge of financial products and services offered by our company. Experience in preparing recommendations to clients. Prepare proposal documents and application documents. Prepare statement/record of advice documentation as required. Preparing investment applications, transfers, and documents for client meetings Handling of new application and quotations. Remain up-to-date on products and services. Where there are additional tasks and services to ensure the continued operations of team services. Process new account
Reference: PE002476-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the the lodgment rules. Submission of new business application(s), together with supporting documentation to the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial