Responsibilites: On-boarding of new accounts Establishing good relationships with client's key contacts Development and roll-out of service delivery processes High level account management and direct contact with executive contacts Preparation and communication of client reporting from high level Dr
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business
Purpose of role: The Commissions Administrator is required to support the central business enablement team in providing high levels of support to the regions. The incumbent takes responsibility for the central point of contact for all commissions processing / income processing, distributed to the Fi
Purpose of role: The Commissions Administrator is required to support the central business enablement team in providing high levels of support to the regions. The incumbent takes responsibility for the central point of contact for all commissions processing / income processing, distributed to the Fi