Relevant tertiary education or courses. The PA supports the Financial Planner in providing the required administrative, operations and client services support to the Financial Planner and is the liaison person insurance business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planner and his / her fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planner. Liaise and orientate with the client base Client management and marketing support Attend all client events with Financial Planner
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planner. Liaise and orientate with the client base Client management and marketing support Attend all client events with Financial Planner
and providing supporting documentation when necessary Uploading and filing of all supporting documentation
and providing supporting documentation when necessary Uploading and filing of all supporting documentation
region to support and advise relevant functions. Provides strategic regulatory advice support for product are in place to close compliance gaps. Provide support and advice on training and development to ensure
region to support and advise relevant functions. Provides strategic regulatory advice support for product are in place to close compliance gaps. Provide support and advice on training and development to ensure
providing business feedback by using all available support tools General Administration associated with the
providing business feedback by using all available support tools General Administration associated with the
to Industrial personnel Industrial Application support when required Completion of weekly planner and