Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Capture new orders daily on Pastel in accordance with the planning dates received from the Sales Representative. Process daily stock deliveries made to the relevant Warehouse facilities on the system. Verify that stock prices correspond across all system and price lists. Quotations to be done for al
skilled Financial Planner to join our team in the insurance industry. As a Financial Planner, you will be
Responsibilities:
financial planning, offering financial advice, assisting in retirement planning, analyzing investments
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership summaries, investment performance reports and income projections for clients. Manage and regularly update clients'
Capture new orders daily on Pastel in accordance with the planning dates received from the Sales Representative. Process daily stock deliveries made to the relevant Warehouse facilities on the system. Verify that stock prices correspond across all system and price lists. Quotations to be done for al