Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking relevant class of business and product specific training. FAIS compliant (continuous professional development) Implement the agreed solution for clients and manage underwriting and other onboarding requirements
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking relevant class of business and product specific training. FAIS compliant (continuous professional development) Implement the agreed solution for clients and manage underwriting and other onboarding requirements
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity Planning. Knowledge of financial products and services offered by our company. Experience in preparing presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity Planning. Knowledge of financial products and services offered by our company. Experience in preparing presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by
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 Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are but not limited to: Client Services: Implementation of the client services experience, as defined by the