for a dedicated and enthusiastic Operations Administrator to join us. This position is located in Rustenburg and organizing our technicians while handling administrative duties, ensuring seamless communication with
responsible for administration of export sales & logistics and procurement administration. Preferred Start
skills
Eloquent and well spoken
Excellent administrative skills
Negotiation skills
Dyna apturing and taking minutes of meetings from Financial Advisors interaction with clients
Capturing applications
Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business portfolios as well as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring by the Advisor/s and the Financial Planning Practice
Striving to assist your broker/s in achieving
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
in South Africa with a comprehensive range of financial service solutions to facilitate their long term is looking for experienced life and investment financial advisors to be based in Gauteng.
Company
full infrastructure for financial advisors
of South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess and market segment; and produce reports that will assist management in formulating strategy and identifying
of South Africa's insurance giants as a Senior Financial Planner. Business Development Monitor and assess and market segment; and produce reports that will assist management in formulating strategy and identifying
their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims existing products and services Designing financial strategies Assisting clients to make informed decisions clients changing needs and financial circumstances Promoting and selling financial products to meet given
all your personal and business insurance and financial needs. Indwe Risk Services is always looking for part of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide informing them of the latest products 3. Perform administration Load policies, amendments and endorsements Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will
and professional Financial Advisers to continue to build your business as a Financial Adviser. Qualified in Wealth Management or Financial Planning 2 years' experience as a Financial Adviser South African resident