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Risk Consultant Durban
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Durban
conjunction with the Adviceworx Fiduciary partners) and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant
share this job on whatsappParaplanner Westville
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Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner planning tools. Pass competence assessment by Business Development Managers and Financial Planning Partner level where the Financial Planning Partner or Business Development Manager can take over the scenario compliant. Ensure proper record keeping in line with business rules and where relevant, legislation and safe guidance from the Partner Operations Manager or Business Development Manager where KPI scores can be improved
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