required : Life cover and investments Relevant tertiary education or courses. The PA supports the Financial 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
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
Bedfordview / Edenvale or surrounding areas Monthly plus Basic Salary and Provident Fund
Bedfordview / Edenvale or surrounding areas Monthly plus Basic Salary and Provident Fund
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
experience Provision of worldwide maintenance, service support for full range of products and services from Customer signature where applicable. Ca Provision of on site support for planned and emergency repairs Operate machine company tools, machines and equipment Monthly plus Basic salary, car, overtime, standby, medical aid, provident
compliance with applicable procedures Monthly plus Basic salary, medical aid, provident fund
compliance with applicable procedures Monthly plus Basic salary, medical aid, provident fund