with a personal computer and a reliable internet connection from home, with occasional in-person meetings Sales Team Leader to action the management KPI's Assist in client proposals, ensuring their needs are met
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice 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
development and meticulous eye for detail. The ideal person will be in possession of an IT qualification, be with a personal computer and a reliable internet connection from home, with occasional in-person meetings environment and ensure dynamic website development. Assist with ad hoc requirements and streamline processes
Medical Aid Administration Industry or similar to assist the Fund Management department and the Executive execution of these tasks post/prior to meetings. Assist Fund Manager or Scheme Manager in the preparation
Medical Aid Administration Industry or similar to assist the Fund Management department and the Executive execution of these tasks post/prior to meetings. Assist Fund Manager or Scheme Manager in the preparation
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and