Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working experience within
yourself every day and develop a long term, fulfilling career. We pride ourselves in offering exceptional service
yourself every day and develop a long term, fulfilling career. We pride ourselves in offering exceptional service
track record of quota achievement and demonstrated career stability Excellent presentation skills A self-motivated