clients thereby understanding them and meeting their needs with the products and services on offer. Client assess the products they currently have while assessing their current needs and making recommendations where for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and conducting a full review taking into account a full needs analysis and any changes in the client circumstances 3. A good understanding of the various client needs and risk profile analysis tools and approaches used
clients thereby understanding them and meeting their needs with the products and services on offer. Client assess the products they currently have while assessing their current needs and making recommendations where for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and conducting a full review taking into account a full needs analysis and any changes in the client circumstances 3. A good understanding of the various client needs and risk profile analysis tools and approaches used
Assisting with Creditors payments / reconciliations if needed General finance work Assistance with preparation interpersonal skills. BCom Accounting Degree /-5 years' experience in a similar position Microsoft Office (Excel)