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Paraplanner Westville
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Westville
supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising for preparing of client data, data integration, financial plan preparation, assisting with scenario planning Responsible for full data update on XPlan, post the financial planning process with the client. Complete data client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews Complete
share this job on whatsappSenior Business Development Manager Sandton
Catch RecruitSandton
Our mission is to revolutionise financial services by ingeniously digitalising and guiding customer experiences leader in conversational AI solutions for the financial services industry, working alongside top brands sales success, ideally in a scale up and / or financial services or technological industry environment beneficial Experience or a good understanding of the financial services industry would be beneficial LOCATION
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