Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to latest benefits. Network and obtain referrals and leads from existing client base with view to ca
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to latest benefits. Network and obtain referrals and leads from existing client base with view to ca