currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect engage clients in order to better meet their needs. Monitor and report on the success and implementation of
(includes all capturing, reconciliations, queries, credit limits, opening accounts, CGIC). Control company capturing, reconciliations, top-ups, queries – fleet, credit cards, diners). Age analysis: Bi-weekly and quarterly
Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance requirements and and advice documents. Risk / insurance (long-term insurance): Review customers risk coverage in conjunction conjunction with changes in customer circumstances and risk management needs, product offerings available, and
Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance requirements and and advice documents. Risk / insurance (long-term insurance): Review customers risk coverage in conjunction conjunction with changes in customer circumstances and risk management needs, product offerings available, and
Master information specific to transaction posting. Monitor performance of scanning process, liaise with Factory integrity of the company. Identifies and reports risks or areas of concern to management within own department
Master information specific to transaction posting. Monitor performance of scanning process, liaise with Factory integrity of the company. Identifies and reports risks or areas of concern to management within own department
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect engage clients in order to better meet their needs. Monitor and report on the success and implementation of
intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business support the Financial Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance
intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business support the Financial Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance
excellent analytical skills, identification of risks, and a logical thinker is required for this role