planning support and solutions to clients and their needs Support investment professionals to cultivate client relationships and delivery service according to client's needs Prepare financial plans and check their accuracy communication and inter-personal skills Valid driver's license and a reliable car No criminal record
planning support and solutions to clients and their needs Support investment professionals to cultivate client relationships and delivery service according to client's needs Prepare financial plans and check their accuracy communication and inter-personal skills Valid driver's license and a reliable car No criminal record
Requirements
Matric Certificate
A valid Drivers License
A Financial Degree or Diploma is preferred
short notice *
You will need the following documents to apply.
professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners entrepreneurship, law, commerce, marketing or similar) Drivers license and own vehicle Clear criminal and credit
professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners entrepreneurship, law, commerce, marketing or similar) Drivers license and own vehicle Clear criminal and credit
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification credit rating No criminal record Own vehicle and drivers license R10000.00 start up stipend (NEW to industry
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification credit rating No criminal record Own vehicle and drivers license R10000.00 start up stipend (NEW to industry
Complete a Development Needs Analysis every 6 months to determine development needs All admin duties relating self-motivated Preferably be in possession of a valid driver's license and own reliable transport, or working competitive study leave policy which accommodates the needs of part time students; On-the-job training gives
value-added solutions to their clients' business needs. Description Sagen Advisory Recruitment Company value-added solutions to their clients' business needs. Duties and Responsibilities: Perform audit work work in a team. Excellent attention to detail. Driver's license and own transport. Remuneration: Market value-added solutions to their clients' business needs. Duties and Responsibilities: Perform audit work work in a team. Excellent attention to detail. Driver's license and own transport. Remuneration: Market
qualify for this position, you need: Matric Certificate Valid driver's license and own transport Accounting