and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular clients What you'll need Minimum requirement: NQF5 qualification 5 years' experience in a financial advisory
improve collections strategies. 2 years or more experience in collections with a demonstrated track record record of success. Proven leadership experience, with the ability to motivate and inspire team members.
and are known throughout the industry for their experience and strong track records. How you'll role In clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular regular meetings with key clients What you'll need Proven experience in a financial advisory or wealth management
A reputable Insurance Brokerage is seeking a computer literate, qualified and detail-oriented Underwriter to handle various tasks including processing new client applications, administration of existing clients , r enewals – checking existing policies against the renewed policies by the insurers,
liaison. Leading the team to create a brilliant experience where our customers feel delighted, surprised promote efficiency and reduce risk. Min. 5 yrs of experience in retail management. Grade 12 Strong retail coaching) Computer literate. Market Related, based on experience.
Debtors clerk needed R14 000.00 Start Immediately. Requirements – Full function Debtors experience essential collections – capturing – 2 years relevant debtors experience is required – Own car is essential – Diploma Diploma or degree is an advantage but not essential – Matric minimum – Clear Credit History is essential Other
Structuring finance packages to best suit clients needs Motivating deals for approval Rate negotiations compliancy at all times Matric UP TO date CPD - not negotiable DOFA date Drivers Experience in the industry RE
freedom you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess aligned with client's objectives and requirements. Matric Tertiary qualification not necessary but beneficial