in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
management industry is currently looking to employ a Financial Manager, to be based in Port Elizabeth. A wonderful Requirements: Relevant BCom degree, e.g. Accounting / Financial Management, or Higher Diploma. 5 Years' relevant Responsibilities and expectations but not limited to: All Financial Movement / Disciplines relating to the business Oversee company secretarial and compliance matters. Financial Responsibilities: Banking and Cash: Manage Bank FICA docs. Manage petty cash and cash on hand. Financial Reporting: Prepare monthly management accounts
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
management industry is currently looking to employ a Financial Manager, to be based in Port Elizabeth. A wonderful Requirements: Relevant BCom degree, e.g. Accounting / Financial Management, or Higher Diploma. 5 Years' relevant Responsibilities and expectations but not limited to: All Financial Movement / Disciplines relating to the business Oversee company secretarial and compliance matters. Financial Responsibilities: Banking and Cash: Manage Bank FICA docs. Manage petty cash and cash on hand. Financial Reporting: Prepare monthly management accounts
Reference: PE002471-RW-1 Our client a leader in the Financial Services Industry, based in Sandton (Johannesburg) (Johannesburg), is seeking to employ a experienced Financial Services Commissions Administrator. 2-3 year's experience dealing with commission / fee processes in the financial services space secures. A wonderful career opportunity processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the
Reference: PE002471-RW-1 Our client a leader in the Financial Services Industry, based in Sandton (Johannesburg) (Johannesburg), is seeking to employ a experienced Financial Services Commissions Administrator. 2-3 year's experience dealing with commission / fee processes in the financial services space secures. A wonderful career opportunity processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the