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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