Offering Recommendations: assist in researching investment options, analysing data and providing
analytical reports based on financial data and research so financial planners can make informed decisions
client interactions.
Conducting thorough research: facilitating compliance checks, creating suitability
meticulous, analytical and process driven
Strong research skills and the ability to summarize information
Management
maintain information
published work in the field.
needs and make use of our specialized team of researchers to source suitable candidates for your clien
needs and make use of our specialized team of researchers to source suitable candidates for your clients
Capture & maintain information Data capturing Research information Adhoc duties R 5 000 - R 6 500 - Monthly
Capture & maintain information Data capturing Research information Adhoc duties R 5 000 - R 6 500 - Monthly
KPIs, and following up.