Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
commercially competitive against its core competition to aid effective sales while returning profits in line with and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
we offer: Commission from the first sale Medical aid Provident fund Employee discounts And more …
commercially competitive against its core competition to aid effective sales while returning profits in line with
R10 000 Commission Car Allowance R5500 Medical Aid R2627 Company Sim Contract and Laptop Business km
relationships Technical background Basic R10 000 Medical Aid Allowance R2627 Car Allowance R5500 Company Laptop
relationships Technical background Basic R10 000 Medical Aid Allowance R2627 Car Allowance R5500 Company Laptop
we offer: Commission from the first sale Medical aid Provident fund Employee discounts And more …
internal business reporting and controlling. Financial control over inventory and assets and monthly