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Assistant To Financial Advisor/ Broker Assistant Negotiable
Fhh Consultants Ltd.
Fourways
looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Capturing checking that applications are completed correctly), servicing and any other requirements; Ensuring that compliance (FNA) accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – upgrade's and downgrades Ensuring that new business with Clients Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales
share this job on whatsappBroker Assistant Fourways
Fhh Consultants Ltd.Fourways
looking for a dynamic, hardworking and motivated Assistant for their Financial Planner / Advisor Capturing checking that applications are completed correctly), servicing and any other requirements; Ensuring that compliance (FNA) accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – upgrade's and downgrades Ensuring that new business with Clients Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales
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