F M S Jobs in South Africa
Accounting / Finance
- Kay Solomon Recruitment
Broker Assistant | Assistanto Financial Advisor R15k - R22k Incentives Commission
Kay Solomon Recruitment
Fourways
R15K - R22K + incentives + commission as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – Upgrades complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting
share this job on whatsappBroker Assistant Fourways
Kay Solomon RecruitmentFourways
R15K - R22K + incentives + commission as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – Upgrades complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting
Life Insurance Advisor [paraplanner] Basic Commission
Kay Solomon RecruitmentFourways
Authority letters to go out in advance of appointment/s. COMPLIANCE Drafting : FNA, ROA,FP, RAR & Investment
Life Advisor Fourways
Kay Solomon RecruitmentFourways
Authority letters to go out in advance of appointment/s. COMPLIANCE Drafting : FNA, ROA,FP, RAR & Investment
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