Communications Officer working from Monday to Friday, 8:00am - 12:30 pm. 6-month contract position with potential for
Communications Officer working from Monday to Friday, 8:00am - 12:30 pm. 6-month contract position with potential for
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
Paraplanner readiness)
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
enrolling new customers and units onto the system, assisting clients with any changes on the cloud or mobile
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.