client base. Client management and marketing support Attend all client events with Financial Planning Partners (when required). Host and entertain clients at marketing events. Function as a primary point of contact for PGP (advantageous) Good verbal and written communications skills High energy individual who is customer
legislative changes that may affect financial planning Communicate with clients to learn about their needs and help record Clear criminal record Skills: Excellent communication skills Strong networking and relationship building
legislative changes that may affect financial planning Communicate with clients to learn about their needs and help record Clear criminal record Skills: Excellent communication skills Strong networking and relationship building
and proactive
experience Immediately Available Excellent Communication and reporting skills Duties: Sales procedure: experience Immediately Available Excellent Communication and reporting skills R 15 000 - R 15 000 - Monthly