Cover needs
Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance
RE5
Have completed relevant class of business and product specific training
Ability
provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the
Insurance (Death, Disability and Critical Cover) needs.
This will include specialist areas such as
conjunction with the Company Fiduciary partners) and Business Assurance
Implement the agreed solution for
Cover needs Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance with a CFP RE5 Have completed relevant class of business and product specific training Ability to function provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution for clients
Cover needs Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance with a CFP RE5 Have completed relevant class of business and product specific training Ability to function provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution for clients
our clients provide the support and resources you need to thrive in the wealth management industry, and investments already on the books) 50 – 70% new business commissions (new clients) Junior / Vested Adviser: is 20 – 40% recurring commissions 60 – 80% new business commissions (new clients) Junior / Partially Vested is 10 – 20% recurring commissions 80 – 90% new business commissions (new clients) Responsibilities: - meet potential clients to analyze their financial needs. - Design personalized strategies and recommend
industry leaders and a vast majority of our business is repeat business. ENVIRONMENT: A highly analytical & understanding of the Telecoms industry. You also need to have strong work ethic, time management and be
internal control systems and processes, for the business, in compliance with relevant legislative requirements Monitor changes in legislative requirements and the need to develop/ update Finance Policies and Procedures Operating Procedures and Directives in line with the business internal protocols. Develop, implement, review of good corporate governance. Ensure that the business operations support the attainment of its strategic strategic objectives. Ensure that the business complies with all relevant laws and regulations. Ensure that
internal control systems and processes, for the business, in compliance with relevant legislative requirements Monitor changes in legislative requirements and the need to develop/ update Finance Policies and Procedures Operating Procedures and Directives in line with the business internal protocols. Develop, implement, review of good corporate governance. Ensure that the business operations support the attainment of its strategic strategic objectives. Ensure that the business complies with all relevant laws and regulations. Ensure that
work closely with clients to understand their business processes and provide recommendations for improvement junior staff, providing guidance and feedback as needed Identify opportunities to improve client's internal unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and
Johannesburg, as well as with clients and external business contacts. From identifying payment requirements in Cape Town CBD. What you'll need To be successful in this role, you need to have a completed degree in
the budgeting and forecasting process to support business decision making Lead and mentor a team of financial financial professionals to achieve goals across the business Collaborate with cross-functional teams to drive adapted according to the customers profile and needs Prepare financial statements Provide assistance