Ax an independent Financial Brokerage, our client provides exceptional and unique services to professionals review their portfolio providing professional financial advice and offerings.
The Financial advisor is responsible for:
Servicing of existing clients, including
General Administration
Possibility of salary increase as client book growths
Post Graduation Diploma in Financial Planning
CFP accreditation
professional financial planners to join a leading Independant Financial Brokerage. With a basic salary offering exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
Committee structures. Extensive experience in the financial services sector, particularly within Lending and
Committee structures. Extensive experience in the financial services sector, particularly within Lending and
Holdings are looking for a Creditors Clerk - Randburg Salary R14k – R16k per month. Process Branch DCR's daily for recovery from Salaries Monthly Banking Recon, prepare and discuss with Financial Manager monthly. invoices for authorisation. Submit all invoices to Financial Manager for Vat number verification. Process invoices from 01 st of April 2024 – 31 st of August 2024. Salary R14k – R16k per month.
the wealth manager and has a good knowledge of financial planning administration. Understanding of Linked dealing with and assisting clients in terms of financial planning and wealth management Good relationship ease Extensive product and process knowledge in financial planning and service sector Knowledge and Skills: management system Adequate typing speed Business: Financial Services Industry Knowledge Wealth management
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Group Consolidation, and preparation of annual financial statements for Dormant companies
Extensive experience in financial management, strategic planning, and financial reporting, as well as experience monthly movements secures. Responsibilities: