potential new clients (digital).
Job Description:
As a Financial Services Network Consultant, your primary duties will making professional appointments within the financial services industry. You will be responsible for building within the financial services sector.
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint for potential new clients (digital). General Servicing - Amendments and submitting of all investment Administration Share Point Site. Communication: Service clients - Email, face to face and telephonically
Manager: Planning and Analysis (Financial Services) This position is limited to BBBEE candidates due Location: Pretoria, Gauteng A reputable financial services institution has an exciting opportunity available Planning and Analysis Division within the Financial Services Department (FSD) of the group to ensure the management of the group's budget management and financial performance analysis processes . Key Performance Consolidations and Reporting Experience within a Financial Services environment . Knowledge and skill in – Quality
located in Johannesburg are looking for a Financial Services Network Consultant. This role requires a REQUIREMENTS: 1 - 3 Years' experience in the financial sector Successful business development track record opportunities within the financial services sector. Making professional appointments with financial planners, Brokers
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset is seeking to employ an administrator to their Financial Advisors. Main duties and responsibilities include with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Responsibilities:
the implications of the impact of financial sanctions on financial institutions and their conduct and Compliance related queries
Requirements:
years of CRM relationship management in financial services)