Description:
Are you passionate about helping individuals achieve their financial goals? Do you possess exceptional analytical skills and a knack for strategic planning? If so, we invite you to embark on an exciting career journey with a leading financial services company as an Assistant to a Financial Planner.Duties:Generate all related docs required for new businessProvides administrative support and partner with Wealth ManagerAccountable for service deliveryCollaborates and networks effectively with others to achieve resultsAdhere to all compliance requirementsManage client relationshipsAnalyse investment plans Education and experience:Relevant tertiary qualification (e.g. financial admin, financial/para planning type qualification nice to have)Previous exposure to dealing with and assisting clients in terms of a financial planning APPLY NOW!
24 Mar 2024;
from:
gumtree.co.za