Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
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
financial services. Handle client complaints and assist with the resolution of financial issues. Conduct
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'
financial services. Handle client complaints and assist with the resolution of financial issues. Conduct
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'
Manage budgets, targets, and team performance. Assist with investment structures and review transactions
financial planning, offering financial advice, assisting in retirement planning, analyzing investments