The purpose for this role is to Prepare commission calculations and payments for all broker commission payments. Communication with broker in terms of statements being sent out as well as all commission reports. Provide a professional point...
and balancing of monthly commissions. Schedule client meetings and provide ongoing support to financial advisors. Key Requirements...Job Summary Job Title: Financial Advisor Support Administrative Role We are seeking a dedicated and dynamic individual...
the management and balancing of monthly commissions. Schedule client meetings and provide ongoing support to financial...Job Title: Financial Advisor Support Administrative Role We are seeking a dedicated and dynamic individual...
steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction... a Financial Needs Analysis (FNA) in the disciplines of Investment, Life Insurance and Estate planning. Based on the concluded FNA...