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
brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
brokers and maintaining broker relationships Procurement of new business. Minimum Requirements: Short
implementing office systems, layouts, and equipment procurement. Develop and manage office budget in collaboration expenditures. Audit and approve log sheets for procurement of office supplies, data and petrol utilization
Our reputable procurement company, known for its association with well-known brands, is seeking a Sales