Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Cape Town are in search of a Senior Financial Advisor Assists in planning and implementing pursuit of strategic
Cape Town are in search of a Senior Financial Advisor Assists in planning and implementing pursuit of strategic
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
escalates same to the Senior Legal Advisor for assessment.
Requirements:
Administration. Liaise with Wealth Advisors, Fiduciary Specialists and Assistants Matric / Grade 12 / National
Administration. Liaise with Wealth Advisors, Fiduciary Specialists and Assistants Matric / Grade 12 / National
assistance in the appointment of transaction advisors to assist in the project preparation feasibility study