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
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
be challenged to manage all aspects of the sales life cycle, while continuing to uphold Maxtec's reputation
Experience in all phases of the system development life cycle Experience in project reporting The Reference