Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business
digital marketing team. The ideal candidate will assist in managing client accounts, ensuring that their
Responsibilities:
Assist in managing a portfolio of client accounts to foster
Participate in client meetings and assist in the preparation of presentations and pitches effectively and in a timely manner.
Assist in upselling or cross-selling services and solutions
DUTIES:
sign up for a SAIPA trainee contract. DUTIES: Assisting the senior accountants and chartered accountants