looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
maintain relationships with training institutes; Assist training institutes with stocktakes, ordering process process and clinic day preparation and execution; Assist students with the ordering process; Drive students developments and innovations to EDSA Staff and Stockists; Assist with ongoing recommendations to drive in store experience for both Retail and Professional lines; Assist Sales team with stockist training histories and
maintain relationships with training institutes; Assist training institutes with stocktakes, ordering process process and clinic day preparation and execution; Assist students with the ordering process; Drive students developments and innovations to EDSA Staff and Stockists; Assist with ongoing recommendations to drive in store experience for both Retail and Professional lines; Assist Sales team with stockist training histories and
candidates, ensuring a positive candidate experience. Assist with onboarding and orientation processes as needed needs and skills gap analysis for business and assist with the compiling of training budget/plan. Plan adhoc refresher for employees and Line Managers. Assist with reporting, analysis and submission of the meeting also using the same reports of appointments. Assist with the compilation of EE and BBBEE info for Skills
candidates, ensuring a positive candidate experience. Assist with onboarding and orientation processes as needed needs and skills gap analysis for business and assist with the compiling of training budget/plan. Plan adhoc refresher for employees and Line Managers. Assist with reporting, analysis and submission of the meeting also using the same reports of appointments. Assist with the compilation of EE and BBBEE info for Skills
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within
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 opportunities & Asset v Revenue reports to assist the Partner and identify opportunities in the client
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 opportunities & Asset v Revenue reports to assist the Partner and identify opportunities in the client
enrolling new customers and units onto the system, assisting clients with any changes on the cloud or mobile