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Paraplanner Westville
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Westville
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Managers and Financial Planning Partner on planning tools. XPlan Wealth Maps (client repots) draft record of Advice in preparation for the Partner to finalize for clients. Complete preparation of (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the
share this job on whatsappBusiness Enablement: Advice And Compliance Review Sandton
Catch RecruitSandton
conjunction with the external compliance officers audit Partner Directed Advice cases and large deals against the are compliant before commission is released to Partners External Review: Manage the relationship with business Give guidance (written and verbal) to Partners, Partner Operations Managers, Business Development Advice Risk: Implementation and monitoring of a Partner Compliance Dashboard to highlight elements of key Key Individuals and relevant stakeholders Manage Partner Monitoring team tasks (advice monitoring and Compliance
Sandton
Catch RecruitSandton
conjunction with the external compliance officers audit Partner Directed Advice cases and large deals against the are compliant before commission is released to Partners External Review: Manage the relationship with business Give guidance (written and verbal) to Partners, Partner Operations Managers, Business Development Advice Risk: Implementation and monitoring of a Partner Compliance Dashboard to highlight elements of key Key Individuals and relevant stakeholders Manage Partner Monitoring team tasks (advice monitoring and Compliance
Risk Consultant Durban
Catch RecruitDurban
to our clients in conjunction with the client Partner. Job Responsibilities: New Advice Analyse and identify client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents (in conjunction with the Adviceworx Fiduciary partners) and Business Assurance. Implement the agreed insurance leads from the company's financial planning partners. On receipt of the client's consent, refer these on the success and implementation of client and partner focused initiatives. Adhere to the culture and
Sales Representative
Catch RecruitSandton
leads/potential clients using internal processes and partner websites • Organising leads on a spreadsheet and
Sales Representative Sandton
Catch RecruitSandton
leads/potential clients using internal processes and partner websites • Organising leads on a spreadsheet and
Sales Team Leader Sandton
Catch RecruitSandton
renowned bed and bedding brands, our client now partners with sleep specialists from across the globe and
Retail Sales Team Leader
Catch RecruitSandton
renowned bed and bedding brands, our client now partners with sleep specialists from across the globe and
Retail Sales Consultant Umhlanga
Catch RecruitUmhlanga Rocks
renowned bed and bedding brands, our client now partners with sleep specialists from across the globe and
Retail Sales Consultant - The Crescent
Catch RecruitUmhlanga Rocks
renowned bed and bedding brands, our client now partners with sleep specialists from across the globe and
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