selling techniques, either switches them from other financial institutions or to offer them a new home finance Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix 3. Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations
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 flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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 flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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 flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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 flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Diverse group of Companies requires an experienced Financial Accountant Core responsibilities. Ensure that Facilitate annual audits & AFS. Supplementary financial reporting for shareholders Investment analysis
company based in Durban North KZN requires a Financial Accountant with; Post graduate qualification in an Accounting Management Working experience in financial environment, knowledge online computer applications and interactions, sound working knowledge of financial management and attention to detail Strong under Preparation statements Manage accounts payable financial planning, modelling, budgeting and forecasting an Accounting Management Working experience in financial environment, knowledge online computer applications
an experienced Financial Accountant to join their team. They will report to the Financial Executive To with the annual audit and preparation of annual financial statements. • To manage the Accounts Payable function management accounts and Board packs. • Assist with financial planning, modelling, budgeting and forecasting and interactions, a sound working knowledge of financial management, numeracy and attention to detail. (including MS Office / Excel). Working experience in a financial environment; knowledge of online computer applications
Client in KZN is looking for a IR Consultant. Successful candidate must be able to chair hearings and
Job Position: Senior Broker / Sales Consultant Location: Umhlanga Durban and Tygervalley (Cape Town)