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Catch Recruit
Paraplanner Westville
Catch Recruit
Westville
within the Company's preferred Advice methodology and tool sets only. Categories: Client data management Responsible methodology” tools. Ensure completeness and data field labeling in all applications and tools. Responsible integrity of client data in the various advice tools and CRM's. Financial Planning preparation and Client training on the Company's preferred financial planning tools. Pass competence assessment by Business Development Managers and Financial Planning Partner on planning tools. XPlan Wealth Maps (client repots) must be complete
share this job on whatsappSales Manager Sandton
Catch RecruitSandton
technology stacks and proficiency in using CRM tools such as HubSpot. See Description See Description
Senior Software Developer Sandton
Catch RecruitSandton
teams and experience in the following development tools and technologies : C# .NET Framework .NET Core NET
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