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Financial Planner R10000
Liberty Group Ltd
Cape Town Region
R10000 Liberty Financial Planners are professionally trained to guide our clients through every step of their financial journey. They will adapt to changing needs and help maintain and grow the client's finances experienced planners as well as receive accredited training. You will balance new client development, sales growth and development. Complete required program training and assignments, obtain mandatory industry licenses business consistent with Liberty's standards. Provide a high level of client service. Manage the full
share this job on whatsappFinancial Planner Cape Town
Liberty Group LtdCape Town Region
R10000 Liberty Financial Planners are professionally trained to guide our clients through every step of their financial journey. They will adapt to changing needs and help maintain and grow the client's finances experienced planners as well as receive accredited training. You will balance new client development, sales growth and development. Complete required program training and assignments, obtain mandatory industry licenses business consistent with Liberty's standards. Provide a high level of client service. Manage the full
Insurance Team Leader Cape Town
The Appointment FirmCape Town Region
R60k - R20k CTC communicate goals, provide updates, and address any issues. • Monitor team performance, provide feedback, and and company policies. • Identify training needs and organise training sessions for team members to enhance enhance their skills and knowledge. • Provide ongoing coaching and development opportunities. • Communicate Communicate effectively with senior management, providing reports and updates on team performance and key metrics or a related field. • Minimum of 4 years of experience in the insurance industry, with at least 1-2
Financial Advisors (copy)
Executive Search AfricaCape Town Region
towards the highest standards of excellence and provide services and advise that is best suited to our financial needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE REQUIRED THE DRIVERS LICENCE OWN TRANSPORT A LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED STRUCTURED, MENTORING PROCESS AND ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral
Financial Advisors
Executive Search AfricaCape Town Region
towards the highest standards of excellence and provide services and advise that is best suited to our financial needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE REQUIRED THE DRIVERS LICENCE OWN TRANSPORT A LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED STRUCTURED, MENTORING PROCESS AND ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral
Wealth Planner Bryanston (gauteng), Westville (kwazulu Natal), Century City (cape Town
Eq-fin BryanstonSouth Africa
our organisation and receive leading industry training, a mentorship program, and an ongoing support retirement, tax, legacy, and business planning Provide sound, comprehensive financial advice, and guidance actionable ways, ensuring a high-quality client experience during every interaction Construct personalised according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including clients Participate in weekly team meetings that provide feedback and continued education opportunities
Investment Specialist Cape Town,johannesburg
Robert WaltersSouth Africa
institutional investor engagements Provide regular and ongoing training to client and market-facing units Investment Specialist role will bring a wealth of experience and a strong academic background along with a environment, the corporate landscape, service providers and key needs of institutional investors. Undergraduate At least 5 years' institutional market-facing experience in an Alternatives fund management environment Understanding of the corporate landscape , service providers and key needs of institutional investors Ability to apply
Alternative Investment Specialist
Robert WaltersSouth Africa
institutional investor engagements Provide regular and ongoing training to client and market-facing units Investment Specialist role will bring a wealth of experience and a strong academic background along with a environment, the corporate landscape, service providers and key needs of institutional investors. Undergraduate At least 5 years' institutional market-facing experience in an Alternatives fund management environment Understanding of the corporate landscape , service providers and key needs of institutional investors Ability to apply
Financial Risk Consultant Cpt - Cbd
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification relevant class of business and product specific training Ability to function at a strategic level whilst good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance
Financial Advisor And Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification relevant class of business and product specific training Ability to function at a strategic level whilst good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance
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