collaborate with Companies Financial Planners' management and staff, ensuring excellent service provision Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier written) Duties are, but not limited to: Risk Management / Compliance as Administrator: In all duties Reception: Effective and efficient reception duties Manage and prioritize incoming and outgoing clients, guests
financial goals. Educate clients on financial management principles, investment options, and the potential Accounting/ Marketing/ Business Management/ Finance/ Risk Management. Post Graduate Diploma in Financial