ParaPlanner (Financial Planning) To Be Negotiated

  • Company:

    Montana Resourcing

  • Location:

    Sandhurst, Gauteng, South Africa

  • Salary:

    To Be Negotiated

  • Job Type:

    Permanent

The Paraplanner will act as a Business Development Manager collaborating very closely with the Financial Planning Advisors, as well as liaising with the regional Business Development Managers when necessary.
Execute Adviceworx client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors.
Identifying and developing client opportunities in each Advisors' practice by looking at opportunities in each Advisors client database with the senior BDM.
Business development activation and assistance at client and road show events.
Appropriate tertiary qualification (Bachelor's...

16 days ago from: pnet.co.za