technical knowledge and administrative skills to assist in the preparation of sales proposals, processing inter-department workflow satisfaction. · Sales Support: Assist the sales team with the preparation of quotes, sales reports and presentations for management. Assist with the organization and coordination of sales learn about the company's products and services. Personality Traits: Humble, teachable, punctual, reliable
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning
required to process any Personal Information (as defined by the Protection of Personal Act, 2013 “POPIA”) positions at the University. The provision of the Personal Information is a requirement in terms of the University's recruitment and selection process. The retention of any personal information is as a consequence of the University paper-based formats that are used for processing of the personal information recorded through this recruitment
required to process any Personal Information (as defined by the Protection of Personal Act, 2013 “POPIA”) positions at the University. The provision of the Personal Information is a requirement in terms of the University's recruitment and selection process. The retention of any personal information is as a consequence of the University paper-based formats that are used for processing of the personal information recorded through this recruitment
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
monitoring. Proficient in typing. Additional skills/personal qualities: Attention to detail Ability to multitask
monitoring. Proficient in typing. Additional skills/personal qualities: Attention to detail Ability to multitask
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within
mentor the team and brokers on all product lines. To assist in placing risks that falls outside of the scope
mentor the team and brokers on all product lines. To assist in placing risks that falls outside of the scope