Operations Database Ensure all admin staff are trained adequately to perform all relevant tasks Perform
products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
processes align with audit requirements. Provide training to employees on payroll-related matters. Grade
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning
1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements
1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements