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
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
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
strong desire to provide the client with what they need. You possess a well-developed sense of empathy and satisfying their individual financial planning needs including: network with potential clients arrange information do Financial Needs Analysis (FNA) advise clients in respect of their needs finalise and close business
strong desire to provide the client with what they need. You possess a well-developed sense of empathy and satisfying their individual financial planning needs including: network with potential clients arrange information do Financial Needs Analysis (FNA) advise clients in respect of their needs finalise and close business
of marketing promotional items and replenish as needed Client gifts: Assist with the selection, ordering deadlines are met and stakeholders are assisted as needed with high-quality output Excellent command over Western Cape marketing and business development needs Demonstrable ability to multi-task and adhere to position is based in the Cape Town office but will need to travel to Stellenbosch occasionally Consultant:
of marketing promotional items and replenish as needed Client gifts: Assist with the selection, ordering deadlines are met and stakeholders are assisted as needed with high-quality output Excellent command over Western Cape marketing and business development needs Demonstrable ability to multi-task and adhere to position is based in the Cape Town office but will need to travel to Stellenbosch occasionally Consultant:
at least once a week. Chemical dosing equipment needs to be wiped down and cleaned every week. Confirm monthly and recorded. Replace worn tubes as and when needed. Incoming Recycled Water – PH and alkalinity readings recorded. Daily Alkalinity Checks CBW's – Alkalinities need to be done daily on both the Garment and Hospitality Alkalinity checks – 200kg Milnors. Alkalinities need to be done weekly at the 200kg Milnors and recorded Alkalinities needs to be checked and recorded monthly. Replace worn tubes on a as and when needed basis. General:
at least once a week. Chemical dosing equipment needs to be wiped down and cleaned every week. Confirm monthly and recorded. Replace worn tubes as and when needed. Incoming Recycled Water – PH and alkalinity readings recorded. Daily Alkalinity Checks CBW's – Alkalinities need to be done daily on both the Garment and Hospitality Alkalinity checks – 200kg Milnors. Alkalinities need to be done weekly at the 200kg Milnors and recorded Alkalinities needs to be checked and recorded monthly. Replace worn tubes on a as and when needed basis. General: