Analysis, Financial planning, estate planning Representative (RE5) Drivers licence
Analysis, Financial planning, estate planning Representative (RE5) Drivers licence
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
and passed Representative (RE5) Exam and currently on an FSP's license as a Representative giving advice
passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice
passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice
passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice
passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice
and a strong analytical mindset -Manufacturing or retail experience advantageous What the role entails: Provide financial insights and recommendations to support decision-making. Financial Analysis: Lead the Controlling
and a strong analytical mindset -Manufacturing or retail experience advantageous What the role entails: Provide financial insights and recommendations to support decision-making. Financial Analysis: Lead the Controlling