client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
wages onto banking platform (currently FNB Business Online). Recon of inter branch/company loan accounts (and
wages onto banking platform (currently FNB Business Online). Recon of inter branch/company loan accounts (and
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to