Learnership Financial Management Jobs in Bathurst, Eastern Cape
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Wealth Advisor Bathurst
Afrizan People Intelligence Ltd
Bathurst
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs in client relationship management A minimum of 3 years experience in a financial planning environment In In depth knowledge of Financial Planning administration, Risk and Investment products, processes and and best practices Good understanding of managing client data Good understanding of FAIS, FICA and general
share this job on whatsappWealth Advisor Assistant - Based In Bathurst, Eastern Cape, Port Alfred 0
Afrizan People Intelligence LtdBathurst
Client in the Financial Sector is currently seeking a suitably qualified candidate to fill a position Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs in client relationship management A minimum of 3 years experience in a financial planning environment In In depth knowledge of Financial Planning administration, Risk and Investment products, processes and and best practices Good understanding of managing client data Good understanding of FAIS, FICA and general
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