Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literac
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
Requirements:
Minimum requirements:
assistance in the appointment of transaction advisors to assist in the project preparation feasibility study
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro