Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what for What you'll be doing (and why you'll enjoy it) You will support a small team of Financial Planners with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what for What you'll be doing (and why you'll enjoy it) You will support a small team of Financial Planners with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients