entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within Tertiary qualification not necessary but beneficial Driver's License Vehicle Medical Aid Group Benefits The
experience but training will also be provided. Drivers license and own car is an advantage, but not essential
with client's objectives and requirements. Matric Driver's License Vehicle Medical Aid Group Benefits The
degree will be preferable Own Vehicle and valid driver's license Experience in financial services will
degree will be preferable Own Vehicle and valid driver's license Experience in financial services will
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 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 Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
technical knowledge and administrative skills to assist in the preparation of sales proposals, processing inter-department workflow satisfaction. · Sales Support: Assist the sales team with the preparation of quotes, sales reports and presentations for management. Assist with the organization and coordination of sales
Examination/RE5 Class of business/CPD points A valid Driver's License Have your own vehicle or access to a vehicle
Examination/RE5 Class of business/CPD points A valid Driver's License Have your own vehicle or access to a vehicle