Job Summary We are urgently hiring a Financial Advisor Assistant/Paraplanner (Junior - Mid) on a permanent level... and presenting client proposals to Advisors and Management as part of new business. DUTIES AND RESPONSIBILITIES: Working...
JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life.... Identify Personal Lines and Business Insurance opportunities. Customer Needs Clarification Consult with a range of customer...
for your individual contributions, and a variety of benefit options for you to choose from. As an Expert Specialist Solution Advisor..., you will drive the selection and adoption of for Planning in our customers. You will leverage your in-depth technical and business...
for your individual contributions, and a variety of benefit options for you to choose from. As an Expert Specialist Solution Advisor..., you will drive the selection and adoption of for Planning in our customers. You will leverage your in-depth technical and business...
Specialist: Employee Relations Advisor Location: Midrand Role purpose: - To deliver a consistent and high quality... - To be the first point of contact to the business for all ER process and policy queries and/or issues. - To provide an end...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating... with IFA’s and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisors and Advisor...
Opportunity to join one of the leading Financial Services Companies in South Africa. The Financial Advisor... opportunities in personal lines and business insurance. Customer Needs Clarification: Consult with various customer representatives...
Job Summary The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter... collaboratively with IFA's and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisors and Advisor...
Opportunity to join one of the leading Financial Services Companies in South Africa. The Financial Advisor... opportunities in personal lines and business insurance. Customer Needs Clarification: Consult with various customer representatives...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating... with IFA's and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisors and Advisor...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating... with IFA’s and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisors and Advisor...
Country? Were looking for a rockstar Financial Advisor to join our clients winning team! Why Them? Full Admin Support Focus.... Ready to make your move? Apply now and take your career to the next level with the best in the business....
About the Role: We are seeking a motivated and skilled Financial Advisor to join our team and help clients achieve... certifications (e.g., CFP, RE5, or equivalent) are preferred. Experience: Proven experience as a Financial Advisor or in a similar...
, turnaround business rescue) space is essential Experience in the drafting, review, negotiation and re-negotiation of cross... of legal services (including, external legal counsels, business rescue practitioners and other key stakeholders) Develop...
for purpose" financial plans and solutions. Responsible for the procurement of new business Expand sales of products... Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!...
. Networking and Business Development: Identify and pursue opportunities to attract new clients and grow the practice. Attend...
to support their business and be a member of the Group Legal team. The successful candidate will need to be comfortable... agreements including Share Purchase Agreements, Heads of Agreement, Sale of Business Agreements; Comfort working in foreign...
FAIS Act Product Specific Training once Onboarded Class Of Business Training Continuous Professional Development Attest...
and procedures related to area of specialisation. Compile reports that track progress and guide business to make informed decisions... business through sales and acquisition of new clients. Understand and market all financial services solutions within the...
engagements and market all financial services solutions within the relevant business offering. Deliver customer experience...