motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape Town, whom Planner / Advisor Provide holistic administrative support to financial advisor. Manage advisor's diary (Client
motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape Town, whom Planner / Advisor Provide holistic administrative support to financial advisor. Manage advisor's diary (Client
Financial advisor in a lively team of dedicated hard working individuals. Support advisor to day to day day activities in the practice of an financial advisor. At least 2 years previous insurance industry experience
Financial advisor in a lively team of dedicated hard working individuals. Support advisor to day to day day activities in the practice of an financial advisor. At least 2 years previous insurance industry experience
comprehensive administrative support to a financial advisor with an investment focus.
Key Responsibilities:
advisor.
pension related enquiries in the absence of the advisors; escalate as and when necessary. •Assist dependants
pension related enquiries in the absence of the advisors; escalate as and when necessary. •Assist dependants
pension related enquiries in the absence of the advisors; escalate as and when necessary. •Assist dependants
pension related enquiries in the absence of the advisors; escalate as and when necessary. •Assist dependants
enhance relationships with key provider personnel, advisors and clients Collect and collate client information business, redemptions, queries, etc.) Interact with advisors and product providers to ensure a constant flow