Qualifications and Experience
4-5 years experience in the financial services industry
Relevant tertiary education or courses
Exposure to financial planning
The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administrati
Roles and Responsibilities:
Sales
- Must be target driven. Able to achieve sales targets- GP and Sales.
- Drive sales in all aspects - seasonal promotions- new products etc.
- Proactively call customers to offer promotions etc.
- Deal with c