technical cases. Your role will include but will not be limited to: To assist the Financial Planner in formulating the advice..., clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch...
IDEX Consultingacross investments, pensions and life products. Your role will include but will not be limited to: To assist the Financial Planner in... of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets...
IDEX Consulting