currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect A wonderful career opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant integrity, and good standing requirements. Meet the FAIS minimum experience requirements in respect of long-term long-term insurance products. Must not have been declared insolvent or provisionally insolvent. Excellent communication Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
A wonderful career opportunity awaits you. Requirements: Relevant investment/financial degree or diploma (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 objectives and risk tolerance. Must meet compliance requirements and the relevant legislation. Gather, summarise Prepare statement/record of advice documentation as required. Preparing investment applications, transfers
A wonderful career opportunity awaits you. Requirements: Relevant investment/financial degree or diploma (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 objectives and risk tolerance. Must meet compliance requirements and the relevant legislation. Gather, summarise Prepare statement/record of advice documentation as required. Preparing investment applications, transfers
Purpose of role: The Commissions Administrator is required to support the central business team in providing Assistants, Finance and the MIS Team amongst others. Requirements: Post Grade 12 / tertiary qualification in a the Financial Services Industry including basic product knowledge and related commission / fee payment 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
Purpose of role: The Commissions Administrator is required to support the central business team in providing Assistants, Finance and the MIS Team amongst others. Requirements: Post Grade 12 / tertiary qualification in a the Financial Services Industry including basic product knowledge and related commission / fee payment 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
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect A wonderful career opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant integrity, and good standing requirements. Meet the FAIS minimum experience requirements in respect of long-term long-term insurance products. Must not have been declared insolvent or provisionally insolvent. Excellent communication Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
A wonderful career opportunity awaits you. Requirements: Tertiary qualification preferable (Sales, HR trouble shooting. Reporting on absenteeism, productivity, sales results and coaching sessions conducted nonperforming agent must also be brought into review. All required disciplinary documents and coaching documents
A wonderful career opportunity awaits you. Requirements: Tertiary qualification preferable (Sales, HR trouble shooting. Reporting on absenteeism, productivity, sales results and coaching sessions conducted nonperforming agent must also be brought into review. All required disciplinary documents and coaching documents
opportunity awaits you. Requirements: 2-3 years in the financial services industry required. Relevant tertiary needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as and professional conduct are always expected and required. Time management: ability to manage time and tasks Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)
experience. This role is based in Port Elizabeth. Requirements: Degree in Finance / Management Accounting or action where necessary. Collate and prepare daily production scrap reports & attend daily scrap meeting