an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and will applications to ensure that they are completed correctly and in full then submitted to the Regional in attending to any outstanding requirements to complete any deal. Understanding all product offerings thereby ensuring all new business administration is completely compliant as per the Company's and the FSCA's Appointment (DOFA) to successfully complete a recognised qualification. 2. A completed Postgraduate Diploma in Financial
an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and will applications to ensure that they are completed correctly and in full then submitted to the Regional in attending to any outstanding requirements to complete any deal. Understanding all product offerings thereby ensuring all new business administration is completely compliant as per the Company's and the FSCA's Appointment (DOFA) to successfully complete a recognised qualification. 2. A completed Postgraduate Diploma in Financial
maintain customer records, ensuring accuracy and completeness. Handle incoming sales inquiries and provide understanding of technical products and services. Ability to work independently and as part of a team. Candidate Profile:
maintain customer records, ensuring accuracy and completeness. Handle incoming sales inquiries and provide understanding of technical products and services. Ability to work independently and as part of a team. Candidate Profile:
capture and file construction 1. Application completed and captured 2. Supporting documents acquired requires proactive prospecting (a hunter). Must have worked in a pressurised sales environment Exceptionally
capture and file construction 1. Application completed and captured 2. Supporting documents acquired requires proactive prospecting (a hunter). Must have worked in a pressurised sales environment Exceptionally
payments / reconciliations if needed General finance work Assistance with preparation of management accounts Strong attention to detail and accuracy. Ability to work independently and collaboratively. Strong communication