Requirements:
Provide support to the Senior Accounts Manager and Specialist Sales Consultants. Serve as a customer liaison by preparing all quotes, update sales activity and numbers, do forecasting, reporting, and planning. Manage diaries and schedule appointments. Account support: Accounts creation; vetting and
Provide support to the Senior Accounts Manager and Specialist Sales Consultants. Serve as a customer liaison by preparing all quotes, update sales activity and numbers, do forecasting, reporting, and planning. Manage diaries and schedule appointments. Account support: Accounts creation; vetting and
Reference: PE002391-RW-1 Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their team. A wonderful career opportunity awaits you. Requirements: 4-5 years' experience in the financial services industry. Relevant tertiary education or courses essen
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business
Requirements:
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) A wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant tertiary education or cours
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) A wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant tertiary education or cours