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
amendments, quality assurance, distribution. • Support users across the branch network. • Data mapping initiative. • Computer literacy: Data Management, MS Office (advanced Excel), MS SharePoint, QlikView/QlikSense
interest and explaining the entrance criteria Support student advisors and Student Recruitment head during pre-registrations to secure registrations as required to support campus registration target achievement. Competencies
interest and explaining the entrance criteria Support student advisors and Student Recruitment head during pre-registrations to secure registrations as required to support campus registration target achievement. Competencies
monthly and annual applications. Registration Target Support the campus by converting applications to registrations completed correctly and applications have valid supporting documentation. Update relevant systems and reports
You will also be expected to work with our back-office teams that are remote-first and distributed: we
monthly and annual applications. Registration Target Support the campus by converting applications to registrations completed correctly and applications have valid supporting documentation. Update relevant systems and reports
and annual applications. Registration Target • Support the campus by converting applications to registrations completed correctly and applications have valid supporting documentation. • Update relevant systems and
and annual applications. Registration Target • Support the campus by converting applications to registrations completed correctly and applications have valid supporting documentation. • Update relevant systems and
product benefits and features - Provide training and support to healthcare professionals on the proper use and