preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
ensuring seamless integration with our clients' needs.
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with
client's emails and calls and identify the client's needs. ▪ Know and understand the product in order to provide efficiently and accordingly to the stakeholders needs making the stakeholder feel valued and supported the client's needs. ▪ Assist with the fulfillment process (Membership Packs) when needed. ▪ Ensure workflow back office (Freshdesk tickets) consultants when needed. ▪ Being a team player by working within a team
client's emails and calls and identify the client's needs. ▪ Know and understand the product in order to provide efficiently and accordingly to the stakeholders needs making the stakeholder feel valued and supported the client's needs. ▪ Assist with the fulfillment process (Membership Packs) when needed. ▪ Ensure workflow back office (Freshdesk tickets) consultants when needed. ▪ Being a team player by working within a team
They are responsible for determining staffing needs, developing hiring strategies, and leading employment
Determining Staffing Needs:
Work with Head of HR &
Collaborating with hiring managers to understand staffing needs and requirements.
Assist with determining roles.
Assist with forecasting future hiring needs based on business growth and strategic goals.
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification