cash/yoco sales Machine maintenance check if anything needs to be done. Order products based on stock levels paper stock is balancing Order bills to material Pay overtime Monthly procedures: Month end stock take suppliers Check what is owed to us Owed by Yoco Pay rent Book vehicles for service mid month and not to accountant Chase payments Insurance claims Experience working on Sage is ESSENTIAL. Ability to work years P/A or Secretarial experience, working with SAGE. Microsoft Excel experience Immediately Available
their lifetime goals by identifying their financial needs, providing sound financial advice, recommending share awards, regional and overseas conventions We pay 100% of trail flows to the adviser's estate/chosen Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD
their lifetime goals by identifying their financial needs, providing sound financial advice, recommending share awards, regional and overseas conventions We pay 100% of trail flows to the adviser's estate/chosen Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 Class of business/CPD
actionable ways, ensuring a high-quality client experience during every interaction Construct personalised according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including / BCOM Advantageous Minimum 2-3 years working experience Requirements (Essential) Clear Credit record go-getter who can take the initiative and does not need their hand held You are a self-starter, with high the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
freedom you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess
clients based on their financial situation Financial needs analysis Relationship building Build a professional Clear criminal record Laptop Vehicle Industry experience (advantageous) Skills: Honesty and integrity
clients based on their financial situation Financial needs analysis Relationship building Build a professional Clear criminal record Laptop Vehicle Industry experience (advantageous) Skills: Honesty and integrity
will be a team player who is flexible to meet the needs of the business as well as the willingness to share
trusted Liberty brand. As a Financial Planner you need to effectively source prospective clients, assess
will be a team player who is flexible to meet the needs of the business as well as the willingness to share