We are recruiting for a PARAPLANNER for our client within the Financial Services Industry. Role is based in Randpark Ridge […]
The Employee is responsible for, but not limited to the following tasks: […]
Extracting all information from new business file provided by the broker and inserting information into Discovery Smart advice, with the view of completing a comprehensive FNA. […]
Run comparative quotes with the view of moving all clients to Discovery. These are to include our house view on all investment fund selections as well as from a risk product perspective.
Preparation of a file to present...