If you are looking to rejuvenate yourself in an industry which allows your professionalism and innate entrepreneurial skills to mould financial freedom for you and your clients, The Financial Planning industry is just the thing for you Liberty will offer you full training accreditation and licencing
Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client ser
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to ring and taking minutes of meetings from Financial Advisors interaction with clients;
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
Where you'll work Established in 1998, this is a leading, award winning, global financial services company that provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client ser
If you are looking to rejuvenate yourself in an industry which allows your professionalism and innate entrepreneurial skills to mould financial freedom for you and your clients, The Financial Planning industry is just the thing for you Liberty will offer you full training accreditation and licencing
years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Liaison with the FSCA / Fund administrator / Financial advisors / Employers / Consultants. Calculation of
liaising with various stakeholders, including financial advisors, clients, insurers, and regulatory bodies
liaising with various stakeholders, including financial advisors, clients, insurers, and regulatory bodies
liaising with various stakeholders, including financial advisors, clients, insurers, and regulatory bodies