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
dealing with trade stock Requirements Matric EE & Non-EE Candidates Fully Computer Literate Advanced
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
met with efficient turnaround times. Matric EE & Non EE Candidates Fully Computer Literate (Excel,
met with efficient turnaround times. Matric EE & Non EE Candidates Fully Computer Literate (Excel,
sales management, bid management, operational, legal and finance to ensure that targeted gross margins
knowledge (Health isle and OTC) SAPC and relevant legal knowledge Customer service orientated Team Player
knowledge (Health isle and OTC) SAPC and relevant legal knowledge Customer service orientated Team Player
sales management, bid management, operational, legal and finance to ensure that targeted gross margins