available resources After hours support on critical services, at Management's discretion 10 years experience
within the "insurance / investments and financial services industry" requires an experienced Paraplanner Experience 4-5 years experience in the financial services industry Relevant tertiary education or courses financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation
within the "insurance / investments and financial services industry" requires an experienced Paraplanner Experience 4-5 years experience in the financial services industry Relevant tertiary education or courses financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation
is tailor made and accompanied by our Amazing service 1. Source potential clients Using proactive prospecting Minimum of 3 years in sales (currently). Financial services industry will be an advantage. Excellent communication
is tailor made and accompanied by our Amazing service 1. Source potential clients Using proactive prospecting Minimum of 3 years in sales (currently). Financial services industry will be an advantage. Excellent communication
administrative software and templates Customer services Timeously responding to all queries/complaints
Experience
4-5 years experience in the financial services industry
Relevant tertiary education or courses
Knowledge
Financial Services Industry
Understanding of FAIS and FICA legislation
to their success. Provide exceptional customer service, addressing inquiries, resolving issues, and maintaining
including protocols for safety, sanitation, customer service, and security including cash handling, locked storage