Efiling Matric At least 3years experience in office environment. Training will be provided. Experience in
towards the highest standards of excellence and provide services and advise that is best suited to our needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE REQUIRED THE MINIMUM MINIMUM REQUIREMENTS ARE: MATRIC ( PREFERABLY A DEGREE) A VALID DRIVERS LICENCE OWN TRANSPORT A LAPTOP LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED, MENTORING PROCESS AND ONGOING ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral Cover Dread Desease Cover
towards the highest standards of excellence and provide services and advise that is best suited to our needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE REQUIRED THE MINIMUM MINIMUM REQUIREMENTS ARE: MATRIC ( PREFERABLY A DEGREE) A VALID DRIVERS LICENCE OWN TRANSPORT A LAPTOP LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED, MENTORING PROCESS AND ONGOING ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral Cover Dread Desease Cover
Managing customer enquiries and account disputes Matric Certificate Excellent communication skills with proprietors Proven experience in debtors / credit control / collections Proven experience in account reconciliation beneficial but experience speaks volumes Market related based on applicant's experience 13th Cheque based key performance indicators All necessary training to be provided
Liberty Financial Planners are professionally trained to guide our clients through every step of their 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 solutions based on client needs. Completed post matric finance related qualification in marketing, business
Liberty Financial Planners are professionally trained to guide our clients through every step of their 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 solutions based on client needs. Completed post matric finance related qualification in marketing, business
for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting Onshore experience in the wealth management industry, with Offshore experience (advantageous) Matric RE5
for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting Onshore experience in the wealth management industry, with Offshore experience (advantageous) Matric RE5
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 clients Participate in weekly team meetings that provide feedback and continued education opportunities Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 2-3 years working experience Requirements (Essential)
strong personality and supervisory or management experience. This role will be on-site. The ideal candidate candidate will have solid bookkeeping and accounting experience, with a certificate, diploma or degree an advantage Xero, will be a positive, as well as previous experience with inventory management and accounting. First culture fit and the right personality. Training will be provided by the company and its accounting firm communications, insurance, vehicle licencing, training, supplier and customer contacts, regulatory compliance