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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 proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) remedial actions from the compliance officer timeously. Operational support for Portfolio Managers and Client understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
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appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate
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