Report Writer

2 days ago

Stellenbosch, South Africa Kamo Placements Full time

**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

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