Permanent - Para - Planner - Johannesburg - South Africa

Responsibilities 

• Attend client meetings with experienced qualified financial advisors. 
• Prepare notes and attend to delegated action items within time frames agreed. 
• Review client files and prepare quarterly or half annual written reviews to be sent electronically to clients. 
• Execution of identified client relationship building campaigns (either once-off or ongoing) 
• In-House Servicing.

Key Skills 

• data gathering 
• research 
• financial plan compilation and analysis 
• practice management 
• campaign management 
• ongoing client service 
• public relations 
• Candidate should be a good communicator and have a good sense of interpersonal dynamics.