BBusSc, BCom Financial Mathematics, Statistics; Chemical Engineering Very Strong in Mathematics Durban-based
renewals or sales. Action all requests from credit control team Re-underwrite renewals to ensure organic growth assessment knowledge (understand the assessment process, with an ability to appoint the right assessor)
renewals or sales. Action all requests from credit control team Re-underwrite renewals to ensure organic growth assessment knowledge (understand the assessment process, with an ability to appoint the right assessor)
with the Company's Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate data update on XPlan, post the financial planning process with the client. Complete data preparation for Financial Planning Partner in the financial planning process and proposition to clients. Be present in all compliance contact for clients in the financial planning process. Knowledge Financial Services Industry Understanding
Excellent unlimited earning potential where you have control over your earnings Recognition, Rewards and incentives