Permanent - Para - Planner - Johannesburg - South Africa

Permanent - Para - Planner - Johannesburg - South Africa

Responsibilities:

• Attend client meetings with experienced qualified financial advisors.
• Prepare notes and attend to delegated action items within time frames agreed.
• Review client files and prepare quarterly or half annual written reviews to be sent electronically to clients.
• Execution of identified client relationship building campaigns (either once-off or ongoing).

Qualifications:

• Good communicator with a strong sense of interpersonal dynamics.