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

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