leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess sales
The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from exis
Seeking a highly motivated, go-getter who has strong organizing skills who is wanting to grow within a good organization in the space of events management and events planning. Previous experience in event logistics, stock management, and expo planning (Advantageous) Strong organizational and coordin
messages and relay them promptly to the Financial Planner.
Recording and saving telephone
Assisting the Financial Planner and Para-Planner with administrative tasks related to new based on instructions received from clients or the planner using the designated workflow process.
Managing appointment scheduling based on the Financial Planner's confirmed calendar.
Updating development.
Assisting the Financial Planner in attracting and retaining clients through excellent
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial
receiving load instructions from the Logistics Planners.
Your areas of responsibi
coordinate any non-conformance with the Logistics Planners.
role is to provide key support to a Financial Planner through professional, in-depth research and preparation environment Assist administrators, clients and financial planners with more technical tasks and relevant queries
role is to provide key support to a Financial Planner through professional, in-depth research and preparation environment Assist administrators, clients and financial planners with more technical tasks and relevant queries
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office