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
effective sales while returning profits in line with corporate targets. Ensure accurate competitor prices are
effective sales while returning profits in line with corporate targets. Ensure accurate competitor prices are
assessments. The individual must have experience in Government Infrastructure. The individual must have experience
assessments. The individual must have experience in Government Infrastructure. The individual must have experience
and conferences. Collaborative assessment of governance, strategy, IT organization and people processes
superior financial services to individual and corporate clients as well as international banking services