closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning
Our client is looking for a personable and hard-working individual to join their sales team. Working consistently with leads using various mediums • Personable, engaging and professional • Driven to succeed
communications skills Best suited to a friendly, organised person who works accurately and is able to handle pressure
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
need a hunter, a rapid thinker and Self-motivated person with a results-driven approach. We're moving fast
client is looking for a financial accountant to assist their clients in unlocking and maximising the value