candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs
facilities included in the product offering. Use best business practices to manage and reduce operating costs
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel