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
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation 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 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
Storage Platforms: Dell EMC, HPE, or Cisco expertise needed. Enterprise Networking: Familiar with Cisco, Meraki creating requirements based on customer networking needs (e.g., size, performance, security, scalability)
contracts, and facilitate client contract signatures as needed. Possess knowledge and comprehension of core vendors prioritising and pivoting based on changing business needs; Outstanding communication skills, able to clearly
workflow management. Identify additional training needs for sales agents related to the Asset Life credit mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted workflow management. Identify additional training needs for sales agents related to the Asset Life credit
workflow management. Identify additional training needs for sales agents related to the Asset Life credit mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted workflow management. Identify additional training needs for sales agents related to the Asset Life credit
workflow management. Identify additional training needs for sales agents related to the Asset Life credit mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted
Plan and manage field marketing activations as needed. Maintain website branding, copy, and product packages audience by understanding demographics, interests, and needs of potential customers Create marketing campaigns