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Paraplanner Westville
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Westville
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate the client base. Client management and marketing support Attend all client events with Financial Planning
share this job on whatsappFinancial Adviser Umhlanga, Westville, Hillcrest, Mount Edgecombe, Queensburgh
Liberty Group LtdSouth Africa
under the Liberty brand Provide financial planning support to clients Cultivate strong client relationships
Financial Adviser High Commission Earning Potential
Liberty Group LtdSouth Africa
under the Liberty brand Provide financial planning support to clients Cultivate strong client relationships
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