build your own practice while being part of a supportive and dynamic team? We are looking for talented to enhance your expertise. Independence & Support: Enjoy the autonomy of building your practice with trust-based relationships with clients, offering ongoing support and advice. Educate clients on financial concepts
suitably qualified and experienced TECHNICAL SUPPORT ADMINISTRATOR for a growing concern, position
Offering administrative support to management.
Sales and technical client support.
General assistance
the Lead Advisor, this would entail providing support in the management of clients - from preparing financial administration team and liaising with both the investment and life insurance teams in the companies they are affiliated experience and knowledge in financial planning - life, investments, estate planning, budgeting RE5 and
the Lead Advisor, this would entail providing support in the management of clients - from preparing financial administration team and liaising with both the investment and life insurance teams in the companies they are affiliated experience and knowledge in financial planning - life, investments, estate planning, budgeting RE5 and
role:
The primary purpose is to support the sales team by providing technical knowledge
technological advancements, and competitive offerings.
Customer Engagement & Support
support.
Solution Presentation:
objectively.
financial records to maximize profitability
Opportunities for professional growth and career advancement. A supportive and dynamic work environment. Ongoing
for professional development and career advancement. A supportive and dynamic work environment.
for professional development and career advancement. A supportive and dynamic work environment.