a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
opportunities within the client bases of their panel of financial planning partners practice.
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
The main purpose of the job is to offer exceptional customer service by providing detailed product knowledge and maximising sales through effective cross and up selling. Job Objectives: To drive sales of the store through cross and up selling. To reduce loss and shrinkage in store by adhering to Sto
that you have at least 2 years of RECENT Service Advisor experience in a franchised dealership with working
RECENT Service Advisor experience
Have a clear understanding of Workshop Service Advisor duties
Good
minimum of 2 years recent experience as a Service Advisor within the Automotive Industry
claims. Working experience with a team of medical advisors will be an added advantage.
refer escalations to Medical advisors
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established