urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities include assessing clients' financial situations, developing personalized financial plans, and providing recommendations other financial products. You will also monitor clients' portfolios, provide ongoing financial analysis clients achieve financial success. Requirements: Minimum 10 years experience as financial advisor CFP English
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
award winning, global financial services company provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment you'll role In your role as an experienced Financial Advisor, you will effectively plan and manage leads as well as your own. You will provide bespoke financial advice to local and international clientele. To clients What you'll need Proven experience in a financial advisory or wealth management role CISI level
PE005911-KB-1 Our client in the Financial sector is looking for a Financial Advisor Assistant to join their team
Assistance with preparation, drafting and submission of letters and other correspondence to clients, landlords and tenants (e.g. Letters of notice of renewal intention, Letters of notice of expiry etc.) • Drafting and submission of schedules and/or update reports on current lease renewals taking p
Key Performance Areas
General
- Assistance with preparation, drafting and submission of letters and other correspondence to clients, landlords and tenants (e.g. Letters of notice of renewal intention, Letters of notice of expiry etc.)
- Drafting and submission of sche
tasked with the following:
tasked with the following:
have a minimum of 2 years experience as a Service Advisor within the Motor Industry
infrastructure and project finance transactions, providing financial advisory services to both private and public entities a collaborative environment. Leading role in financial consulting and advisory team Opportunity to work work environment What you'll do: As a Transaction Advisor, you will be at the forefront of executing complex projects. You will be responsible for providing financial advisory services, managing a multi-disciplinary investment proposals, working with the internal financial modelling team, assisting in arranging finance