Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
our communities, and achieving success that is mutual. Liberty is not just our name. It's what we do Provide financial planning support to clients Cultivate strong client relationships Prepare financial plans customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
Financial Freedom is a step away Liberty life is looking to partner with self-driven, motivated entrepreneurs setting up your financial practice within the corporate sector and help you gain the financial freedom you you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess their risk risk profile and provide long term financial solutions aligned with client's objectives and requirements The opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
our communities, and achieving success that is mutual. Liberty is not just our name. It's what we do Provide financial planning support to clients Cultivate strong client relationships Prepare financial plans customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
Collaborate with like-minded organizations on mutually beneficial initiatives and partnerships. Behavioural will be considered. If you haven't heard from a consultant in two weeks assume that your application has
Collaborate with like-minded organizations on mutually beneficial initiatives and partnerships. Behavioural will be considered. If you haven't heard from a consultant in two weeks assume that your application has
processing accounts to trial balance, payroll, financial reporting, and statutory submissions. Applicants
assistance with auditing, accounting, taxation, financial management and administration, secretarial services