closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
divisions regarding parts technical requirements Assisting customers (Internal and External) with information Project planning Forward thinking Monthly plus Basic salary, medical aid, provident fund, life cover
English) Proactive and Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
English) Proactive and Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
able to travel locally Target Driven Monthly plus Basic salary, medical aid, provident fund, commission
able to travel locally Target Driven Monthly plus Basic salary, medical aid, provident fund, commission
compliance with applicable procedures Monthly plus Basic salary, medical aid, provident fund
compliance with applicable procedures Monthly plus Basic salary, medical aid, provident fund
programme in our Johannesburg office Monthly plus Basic salary work related allowances