"Financial Planning Assistant" supports the Financial Planner in providing the required levels of client operations and client services support to the Financial Planner and is the liaison person between the practice administrative processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc.)Liaison between Financial Planner and product providers (PPs)Equipped to follow delivery of client requirements on behalf of the Financial Planner Adhere to the culture and principles of Treating
grad diploma in Financial Planning Certified financial planner 3- 5 yrs general Employee Benefits experience
join our team & to build a career as a financial planner with Discovery. The individual will be responsible
join our team & to build a career as a financial planner with Discovery. The individual will be responsible
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped
ascertain the client's full financial situation; or utilise the services of a Para-Planner for this. (Draw policy
ascertain the client's full financial situation; or utilise the services of a Para-Planner for this. (Draw policy