currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally business and product specific training. FAIS compliant (continuous professional development). Completed and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally business and product specific training. FAIS compliant (continuous professional development). Completed and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching
needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities