seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal
seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal
updates and value add options as and when required Research 3 Medical Aid options for clients and create presentations presentations, including the costs and benefits Research Gap cover options and document summary of information
request. Keeping abreast of product and service development. Familiarise yourself with new products and new sales leads Ability to communicate new product developments to prospective clients Good attention to detail people relationship building skills and ability to develop rapport. Good verbal and written communication
Prepare new Client files as needed Develop and Maintain Relationships Develop and maintain relationships with
Prepare new Client files as needed Develop and Maintain Relationships Develop and maintain relationships with
assessment skills. Policy, process and procedure development skills Analytical skills to identify potential be accountable for them. Ability to train and develop team members. 12. Customer Focus: Maintaining a ensure satisfaction and retention. Business development skills. Well presented, well-spoken and sensitive
package
Support operating systems upgrade testing and developments Provide general support for operational functions
effective problem resolution. Assist in the development and maintenance of support documentation and