ring and taking minutes of meetings from Financial Advisors interaction with clients
Capturing as well as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring that
for JUNIOR ADMIN Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory
for JUNIOR ADMIN Assistant to our SENIOR FINANCIAL ADVISOR For our client within the Financial Advisory
years’ experience as a Client Wealth Manager, Financial Advisor or Planner
training of and ongoing product support to Financial Advisors· Dealing with queries and providing information
training of and ongoing product support to Financial Advisors· Dealing with queries and providing information
We looking for Financial Advisors for commercial lines for short term insurances Who are expected to
We looking for Financial Advisors for commercial lines for short term insurances Who are expected to
you'll role In your role as an experienced Financial Advisor, you will effectively plan and manage leads
you'll role In your role as an experienced Financial Advisor, you will effectively plan and manage leads