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
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine
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
logical reasoning Structuring complex information in terms of their relevance and make a conclusion. Good time
The Sales Manager – South Africa will develop long-term relationships with the Clients interpreting their
challenge yourself every day and develop a long term, fulfilling career. We pride ourselves in offering
challenge yourself every day and develop a long term, fulfilling career. We pride ourselves in offering