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 Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
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 Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
looking to employ Planning Assistant based in East London. The Planning Assistant supports the needs of the analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores stores. Monitor workflow and assist where necessary. Please note should you not receive a response within
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
looking to employ Planning Assistant based in East London. The Planning Assistant supports the needs of the analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores stores. Monitor workflow and assist where necessary. Please note should you not receive a response within
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career 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 Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape (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 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
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape (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 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
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: the Financial Services Industry including basic product knowledge and related commission / fee payment validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: the Financial Services Industry including basic product knowledge and related commission / fee payment validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received