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Broker Assistant Fourways
Fhh Consultants Ltd.
Fourways
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 – upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
share this job on whatsappAssistant To Financial Advisor/ Broker Assistant Negotiable
Fhh Consultants Ltd.Fourways
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 – upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
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