employ a Financial Advisor (Risk Products) . To provide and implement advice in respect of insurance needs relevant class of business and product specific training. FAIS compliant (continuous professional development) comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance
employ a Financial Advisor (Risk Products) . To provide and implement advice in respect of insurance needs relevant class of business and product specific training. FAIS compliant (continuous professional development) comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance
experience, as defined by the Head of Operations. Take full responsibility for the implementation of administrative between Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding of information available
Suitably qualified person with previous experience providing technical and administrative financial planning and recommendations. Prepare financial plans and provide analysis and recommendations to clients. Prepare product offerings available, and changes in product provider rates. Researching existing and potential replacement and estate planning. Other general: Required to provide assistance to all Financial Planners and senior there are team absences due to holidays/illness, provide relief support to those roles, taking on additional
Suitably qualified person with previous experience providing technical and administrative financial planning and recommendations. Prepare financial plans and provide analysis and recommendations to clients. Prepare product offerings available, and changes in product provider rates. Researching existing and potential replacement and estate planning. Other general: Required to provide assistance to all Financial Planners and senior there are team absences due to holidays/illness, provide relief support to those roles, taking on additional