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
communicate and report to local and EMEA Board as well as forming part of local Board of Directors. Collaborate Collaborate directly with the Financial Director locally, in holistically steering the business. Actively
fabrics, rugs, wallpaper and homeware for both the local and international market. What started in 1987 as
presentation software Ability and willingness to travel locally to source new clients/reach sales objectives Retail
presentation software Ability and willingness to travel locally to source new clients/reach sales objectives Retail
experience. Travel Requirements: Willingness to travel locally and internationally as needed. Basic Salary R10
fabrics, rugs, wallpaper and homeware for both the local and international market. What started in 1987 as