and have a knack for professional communication, wed love to hear from you!
This role
required:
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that
to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible for
advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect from clients in association with relevant Wealth Planner General administration: – Recording of all client
This is a full-time Financial Planner role at Liberty. As a Financial Planner, you will be responsible for
with their goals and aspirations. The financial planner will be required to source clients, exercise their (RE5). 2 – 3 Year's proven experience as Financial Planner.
and cooperative planning between KAM, Account Planner and Account Buyer