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Paraplanner Cpt - Cbd NEW
Headhunters
Cape Town City Centre
Suitably qualified person with previous experience providing technical and administrative financial planning degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of products and services offered by our company. Experience in preparing and presenting client proposals investments, tax and general financial analysis. Experience in working with Elite Wealth's financial planning
share this job on whatsappParaplanner NEW
HeadhuntersCape Town City Centre
Suitably qualified person with previous experience providing technical and administrative financial planning degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice. Knowledge of products and services offered by our company. Experience in preparing and presenting client proposals investments, tax and general financial analysis. Experience in working with Elite Wealth's financial planning
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
(Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good verbal and written communications Services: Implementation of the client services experience, as defined by the Head of Operations. Take full between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are
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