Paraplanner within wealth management. Strong computer literacy, including proficiency in MS Office Suite
Paraplanner within wealth management. Strong computer literacy, including proficiency in MS Office Suite
legal, or compliance, along with strong computer literacy skills. Proficiency in MS Word, Excel, and
legal, or compliance, along with strong computer literacy skills. Proficiency in MS Word, Excel, and
project management skills An advanced level of computer literacy with special focus on use of marketing systems
project management skills An advanced level of computer literacy with special focus on use of marketing systems
experience Minimum requirements: Matric is essential with a post-matric qualification beneficial Experience
experience Minimum requirements: Matric is essential with a post-matric qualification beneficial Experience
maintaining healthy customer relationships. Grade 12/Matric certificate Minimum of 3 years commission-based experience with KPIs exceeding branch sales targets Computer Literate (MS Office) and technology savvy - ability
maintaining healthy customer relationships. Grade 12/Matric certificate Minimum of 3 years commission-based experience with KPIs exceeding branch sales targets Computer Literate (MS Office) and technology savvy - ability