Offering Recommendations: assist in researching investment options, analysing data and providing
analytical reports based on financial data and research so financial planners can make informed decisions
client interactions.
Conducting thorough research: facilitating compliance checks, creating suitability
meticulous, analytical and process driven
Strong research skills and the ability to summarize information
liaise with internal and external clients and SARS. Research and analyse relevant regulatory requirements and
requirements. Post DD approval, conduct technical research and provide input on the deal structure. Maintain