investment services that provide peace of mind, financial protection, and wealth growth opportunities for With years of experience in the insurance and financial industries, we are dedicated to delivering exceptional
Our Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate clients achieve their financial goals, possess a proven track record of success in financial advisory services clients' financial situations, goals, and risk tolerance to develop personalized financial strategies strategies. Provide comprehensive financial planning and investment advice to clients. Build and maintain strong
Business Description:
Personal Finance provides clients in the entry, middle in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng office space and full infrastructure for financial advisors
appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both FAIS legislation and according to professional financial advice guidelines.
Responsibili
of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step
Step Financial Planning Process) and selling our client's investments products directly to the clients
clients should this be recommended in the financial plan
Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving effectively Excellent communication and inter-personal skills Valid driver's license and a reliable car
Financial Advisor
Area: Randburg, Gauteng
Salary: Salary: 1st 2 months Basic salary R25 000 thereafter commission only
Purpose of well-known Financial Service provider and they are looking to recruit Financial Advisors to provide businesses individuals with sound advice regarding their financial planning and investments.
Dutie individually with clients to determine their financial objectives, risk tolerance, income, expenses and
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
Duties:
Follow all the steps of financial planning in the sales process
Generate leads
(NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business
Personal Assistant to Financial Planner Paarl
Well-established Financial Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient
Position: Permanent
Salary: R10 000 – R25 000.00 CTC (Depends on in Office Administration or Financial Services Administration in a Financial Service environment
Excellent