To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements:
Advisor for their client. The Service Advisor is responsible for assisting customers with their vehicle service
· CIPC filings including:
-Annual returns
-Beneficial ownership registers
-Directors amendments
-MOI amendments
-Incorporation of new companies
- Deregistration's
· Maintaining securities register and company information on GreatSoft, preparation of
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker