preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation enhancing the overall client experience and driving business growth. With constant innovation and a focus on Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation enhancing the overall client experience and driving business growth. With constant innovation and a focus on Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
manage risk and ensure effective and efficient new business and underwriting administration. Minimum Requirements: onboarding process and add value to the client's new business policy experience. Ensure a thorough understanding workflow management. Identify additional training needs for sales agents related to the Asset Life credit product and suggest improvements in the underwriting business process. Please do not apply using Scanned CVs mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted
manage risk and ensure effective and efficient new business and underwriting administration. Minimum Requirements: onboarding process and add value to the client's new business policy experience. Ensure a thorough understanding workflow management. Identify additional training needs for sales agents related to the Asset Life credit product and suggest improvements in the underwriting business process. Please do not apply using Scanned CVs mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted
manage risk and ensure effective and efficient new business and underwriting administration. Minimum Requirements: onboarding process and add value to the client’s new business policy experience. Ensure a thorough understanding workflow management. Identify additional training needs for sales agents related to the Asset Life credit product and suggest improvements in the underwriting business process. Please do not apply using Scanned CVs mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with
at every level. Overseeing all operational and business activities, you will ensure desired results align helping less fortunate communities. What you'll need This is an Employment Equity position. Ideally we'd planning. You are skilled in conflict management, business acumen, and providing expert advice on strategic
solving skills. Willing to put in long hours when needed Problem solving / solutions focused ability and
distinct advantage
KPA/STRATEGIC BUSINESS DELIVERABLES: