us to not only create products that address the needs of the end user but also simplify the construction efficient manner. Ownership: Successful placements will need to be able to take ownership of all their work and and the quality of work produced. You will need to take full responsibility for all work produced. This to. Deadline-Driven: Successful placements will need to be extremely deadline driven. Time-management
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people
hybrid working model. What you'll need To qualify for this role, you need to be a FAIS-approved Compliance roles within the financial services sector. You need to have a solid understanding of regulatory frameworks essential for success in this dynamic role. You also need to have completed RE 1 and RE 3. What you'll get
hybrid working model. What you'll need To qualify for this role, you need to be a FAIS-approved Compliance roles within the financial services sector. You need to have a solid understanding of regulatory frameworks essential for success in this dynamic role. You also need to have completed RE 1 and RE 3. What you'll get
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs Monitor and report on the success and implementation
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs Monitor and report on the success and implementation
in a dynamic and fast paced environment so we'll need your leadership skills and experience. What you'll They work Monday to Friday, 8am to 5pm. What you'll need There are two possibilities with this role, we'll possibilities you'll need to have managed staff and have retail industry expeirence. You'll also need a clear understanding
clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Conduct regular meetings with key clients What you'll need Minimum requirement: NQF5 qualification 5 years'
clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Conduct regular meetings with key clients What you'll need Minimum requirement: NQF5 qualification 5 years'