training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance circumstances change. Acquire short term insurance leads from the company's financial planning partners. and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance circumstances change. Acquire short term insurance leads from the company's financial planning partners. and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities to: Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury management
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities to: Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury management
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial up-to-date on products and services. Where there are team absences due to holidays/illness, provide relief and services to ensure the continued operations of team services. Process new account paperwork, including
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial up-to-date on products and services. Where there are team absences due to holidays/illness, provide relief and services to ensure the continued operations of team services. Process new account paperwork, including
Teamwork: be a reliable and productive member of the team. Professional presence: as a representative of the