information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply
projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply
others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities