Report Writer

 

Recruiter:

Kamo Placements

Job Ref:

JHB000926/MS

Date posted:

Monday, May 30, 2022

Location:

Stellenbosch, South Africa

Salary:

Annually


SUMMARY:
To generate compliant and accurate new business and review reports for Financial Advisers

JOB DESCRIPTION:

JOB DESCRIPTION
  • Verify recommendation – FAIS, FPC houseviews, approved products and portfolios only
  • Liaise with Adviser and FAA for monthly planning of reviews and scheduling of meetings
  • Verify recommendation – FAIS, FPC houseviews, approved products and portfolios only
  • Update CRM for record purposes and Retail Annual Review status.
  • Management of monthly Reviews for example backlogs etc
  • Verify recommendation – FAIS, FPC houseviews, approved products and portfolios only.

JOB REQUIREMENTS
  • Grade 12
  • Excel Advance(compulsory)
  • Maths
  • Working Experience with investments

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.


 

 

 

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