existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations recommendations Oversee the administration of a financial planning practice, including but not limited to compliance
and presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
existing business Developing and presenting financial planning recommendations and/or alternatives to clients implementation of financial planning recommendations The monitoring of the financial planning recommendations recommendations Oversee the administration of a financial planning practice, including but not limited to compliance
existing business; Developing and presenting financial planning recommendations and/or alternatives to clients; implementation of financial planning recommendations; The monitoring of the financial planning recommendations; recommendations; Oversee the administration of a financial planning practice, including but not limited to compliance
business
Developing and presenting financial planning recommendations and/or alternatives to clients
To implementation of financial planning recommendations
The monitoring of the financial planning recommend recommendations
Oversee the administration of a financial planning practice, including but not limited to compliance
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profitability
industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
Services industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts) administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
in sales, conducting full needs analysis, financial planning and estates planning