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
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
Completing audit fieldwork along with working programmes and working papers. Completing all relevant reconciliations
hardworking, attention to detail individual, eager to learn.
individual No work experience required but wants to learn/on the job training to gain experience QUALIFICATIONS
independently as well as in a team. Be eager to learn and work well in a pressurized environment.
independently as well as in a team. Be eager to learn and work well in a pressurized environment.