required to support the central business enablement team in providing high levels of support to the regions the MIS Team amongst others Operational Support (10%) Support the Centre with general office management management tasks including reception and facilities Support the Centre with the ordering of stationery / office employee initiatives Working collaboratively and supporting other employees in their areas of work when required
required to support the central business enablement team in providing high levels of support to the regions the MIS Team amongst others Operational Support (10%) Support the Centre with general office management management tasks including reception and facilities Support the Centre with the ordering of stationery / office employee initiatives Working collaboratively and supporting other employees in their areas of work when required
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planner. Liaise and orientate with the client base Client management and marketing support Attend all client events with Financial Planner
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planner. Liaise and orientate with the client base Client management and marketing support Attend all client events with Financial Planner
and providing supporting documentation when necessary Uploading and filing of all supporting documentation
and providing supporting documentation when necessary Uploading and filing of all supporting documentation
appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate
appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate
appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate
appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate