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
advantageous Strong attention to detail and good analytical skills Matric Accounting/Financial Management Degree Experience working on SAGE advantageous Strong attention to detail and good analytical skills R20 000 –
ervative, law obiding, focused, hardworking, attention to detail individual, eager to learn.
multiple campaigns simultaneously with exceptional attention to detail from ideation to execution Have experience or Email Service Platform. Have knowledge of financial services valuable but not required Have strong
multiple campaigns simultaneously with exceptional attention to detail from ideation to execution Have experience or Email Service Platform. Have knowledge of financial services valuable but not required Have strong
preparation for Direct business Matric Accounting/Financial Management Degree Essentially 1-3 years Accounting Experience working on SAGE advantageous Strong attention to detail and good analytical skills R30 000 –
outstanding debt and related processes; High level of attention to detail and accuracy; Professional and courteous;
working practice and compliance Accuracy and attention to detail Basic calculations IT Business Operating
working practice and compliance Accuracy and attention to detail Basic calculations IT Business Operating