client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Our client in the Financial Services industry is currently looking to employ Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Our client in the Financial Services industry is currently looking to employ Financial Planning Partner in the financial services industry required. Relevant tertiary education or courses. Financial Services administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's
analytic roles. Proficiency in financial software and systems, such as ERP systems (e.g., SAP, NetSuite Oracle and forecasts. Maintain product and pricing information on customer portals and internally. Collaborate Conduct market research and competitive analysis to inform sales strategies and positioning. Provide recommendations
Reference: PE002303-VD-2 Our client in the Financial Services industry is seeking to employ an experienced experienced Data and Management Information Systems (MIS) Manager to their team. This role is based in Sandhurst Requirements: Appropriate qualification. Experience in financial services/Wealth Management (beneficial) Exposure to work with data & analyse data. Strong financial background & comfortable with core CRM principles essential). Tools/Systems: Qlik; XLS; Power Bi; Internal Applications (proprietary systems built in- house)
the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors experience providing technical and administrative financial planning support to Advisers and senior management investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment work experience within a Financial Planning practice. Knowledge of Financial Planning principles including Risk (Long-term) and Tax Planning. Knowledge of financial products and services offered by our company.