Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
seeking to employ a result driven and organized Project Manager to join their team in planning and delivering various Financial consulting projects. Duties include but not limited to: Project planning Stakeholder engagement Accounting or related field required as well a Project Management Professional Certification.
Responsible for strategy formulation, implementation and oversee deal making, execution and strategic planning (deal sourcing and transaction negotiations). Provide leadership and responsibility for transactions (identify, negotiate, close, monitor investments). Manage budgets, targets, and team per
Responsible for strategy formulation, implementation and oversee deal making, execution and strategic planning (deal sourcing and transaction negotiations). Provide leadership and responsibility for transactions (identify, negotiate, close, monitor investments). Manage budgets, targets, and team per
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that
closely with Product Marketing to provide advice to projects that support partner-driven marketing vents Gather and cooperative planning between KAM, Account Planner and Account Buyer Calculate and continuously adjust departments, in order to give feedback to Account Planner & KAM for Sell In delivery schedule/dates. Give regular feedback to Account Planner and KAM on stock availability (qty/ETA) and possible stock
closely with Product Marketing to provide advice to projects that support partner-driven marketing vents Gather and cooperative planning between KAM, Account Planner and Account Buyer Calculate and continuously adjust departments, in order to give feedback to Account Planner & KAM for Sell In delivery schedule/dates. Give regular feedback to Account Planner and KAM on stock availability (qty/ETA) and possible stock
Making professional appointments with financial planners, Brokers, and Wealth managers. Building and maintaining
Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville