DBN000200 - Paraplanning Assistant - Randburg Purpose of the Job: To assist with day-to day administration, customer...
Job Summary Technical Tasks, Competencies & Experience: Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey Financial market and fund research. Maintaining client’s fil...
Technical Tasks, Competencies & Experience: Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey Financial market and fund research. Maintaining clients files and record...