About the job
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Matric(Grade 12)
- 2 year's experience in a sales and/or customer service role
- 1-2 years experience for individuals with undergraduate degree(preferred)
- Strong computer literacy skills
- Fluency in English
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