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
experience. Must be organised, driven and prepared to travel into Africa if required. (Must have valid Passport
experience. Must be organised, driven and prepared to travel into Africa if required. (Must have valid Passport
relationships with new and existing customers/clients Travel within sales territory to meet prospects and customers presentation software Ability and willingness to travel locally to source new clients/reach sales objectives
relationships with new and existing customers/clients Travel within sales territory to meet prospects and customers presentation software Ability and willingness to travel locally to source new clients/reach sales objectives
technical knowledge and experience. Travel Requirements: Willingness to travel locally and internationally as
including copying, faxing, taking notes, and making travel plans. Preparing meeting and training rooms. Answering
including copying, faxing, taking notes, and making travel plans. Preparing meeting and training rooms. Answering
Additionally, the candidate should be willing to travel and demonstrate strong teamwork skills. Collaborate