Certified Financial Planner (CFP) required in Stellenbosch . […]
Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. […]
Provide ongoing feedback to clients. […]
Processing of new business applications (capturing and quality checking). […]
Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
Ensure all electronic documents are loaded...