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 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 Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager
will be responsible for contacting prospective customers, selling and marketing our products. The successful reliable Can work under pressure Excellent customer service skills Self-motivated and resilient R4000
will be responsible for contacting prospective customers and marketing our products. The successful candidate reliable Can work under pressure Excellent customer service skills Self-motivated and resilient R4000
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
and check their accuracy Respond to prospective customer queries about financial planning Improve people's
and check their accuracy Respond to prospective customer queries about financial planning Improve people's