(Risk Products) . To provide and implement advice in respect of insurance needs and solutions to the 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 Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting and other
(Risk Products) . To provide and implement advice in respect of insurance needs and solutions to the 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 Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting and other
(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 Researching existing and potential replacement products in order to prepare the most appropriate recommendation
(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 Researching existing and potential replacement products in order to prepare the most appropriate recommendation
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing 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 Financial Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing 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 Financial Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and