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Wealth Advisor Assistant

  • Full Time
  • Anywhere

Adzuna

Adzuna — Despatch, Nelson Mandela Bay

Responsibilities: Gather Policy information Compile a summary of information Research product information Handle new application and quotations Handle and solve client enquiries (all existing business enquiries) Diary management for new and existing business cases Diary management for Wealth Adviser Arrange appointments between Wealth Adviser and Clients Prepare investment review appointments Main…

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To apply for this job please visit www.adzuna.com.

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