... Description: Synopsis: A leading financial planner in Pretoria is looking for ... Job Description/Duties: • Assisting Financial Planners in all their administrative tasks ... Research product information • Prepare financial planning and investment proposals • ...
a year ago
... . 13 Timeous, comprehensive, completion of e.g. planners, reports, action plans, assessments, trackers ... , Excel, Powerpoint and Outlook) • Good Financial understanding BEHAVIOURAL QUALITIES • Attention to ...
a year ago