and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Financial Advisor Area: Randburg, Gauteng Salary: 1 st 2 months Basic salary R25 000 thereafter commission provider and they are looking to recruit Financial Advisors to provide businesses and individuals with sound
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
sector on the continent. Experience building Technical Assistance Facilities to drive investee growth with at least five years of experience managing technical assistance projects and/or E&S management
advisory team comprising technical, legal, financial, and empowerment advisors for various project finance
negotiations with support from external legal advisors.
- Present investment proposals, feasibility
for projects, working with external advisors for legal, technical, and empowerment aspects.
for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Needs Review Documents for Financial Advisors Assist with client technical enquiries Attending Industry Related
for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Needs Review Documents for Financial Advisors Assist with client technical enquiries Attending Industry Related
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
analytics or data modelling will be highly beneficial Technical knowhow of SQL databases, scripting or programming your product certifications as product consultant/advisor Should you not receive a reply within 14 working
unpaid debt and the collection thereof for Medical Aid Claims and Private Patients Collection of outstanding outstanding balance irrespective of the medical aid liability Patients are accurately identified and traced for collection of debt Ensure that all medical aid claims are submitted within the regulated time frame write offs, medical aid stale claims and prescription of debt Debtor and Medical Aid Claim Liaison Communicate Communicate with debtors and medical aid officials by telephone and/ or written correspondence to attempt