We are seeking dedicated and experienced individuals to join our dynamic teams around Gauteng to provide personalized financial solutions to high-net-worth individuals and families, helping them achieve their long-term financial goals. And collaborate with a team of professionals to deliver comprehe
We are seeking individuals to join our team in the Financial Services industry. As a Financial Planner, you will play a crucial role in helping individuals and businesses achieve their financial goals. You will be responsible for assessing clients' financial situation, providing recommendations and
correct by referring any questions to the Financial Manager of any questionable items before posting. Assisting of supplier payments on the accounting system. Answering queries from all vendors regarding problems with
with clients to understand their needs and answer any questions. Minimum of 4- 5 year's experience in a
Department in providing information and answering employee questions about payroll matters ( Payroll query
of the potential client by asking open ended questions and then actively listening to their responses process after the deal is concluded Explain answers to questions from clients accurately and clearly Keep
of the potential client by asking open ended questions and then actively listening to their responses process after the deal is concluded Explain answers to questions from clients accurately and clearly Keep
Department in providing information and answering employee questions about payroll matters ( Payroll query
Department in providing information and answering employee questions about payroll matters ( Payroll query
goals, tax status and risk tolerance Answer clients' questions and address concerns Give advices to clients