The Business Enablement: Advice Review role is required to manage advice risk in the business by monitoring Advisor offices. Including in-depth analysis of advice scores and reports (both internally and externally) Responsibilities : Main areas of responsibility will include: Advice Review: Internal Review: in conjunction with the officers audit Partner Directed Advice cases and large deals against the advice questionnaires to ensure that and Risk Consultants on how best to meet quality advice requirements. Creating, implementing and maintaining
Job Description National Student Advisor (Undergraduate) Direct Reporting Line: Head: Student Recruitment Recruitment Join our dynamic team as a National Student Advisor We have an exciting opportunity for a motivated impact on the lives of prospective students. As a National Student Advisor, you will play a crucial role and work under pressure. Minimum Requirements: • National Diploma (NQF6) with 3 years sales experience (preferred) (preferred) OR, • Alternatively, minimum of National Senior Certificate (or equivalent) with 5 years sales experience
Job Description National Student Advisor (Undergraduate) Direct Reporting Line: Head: Student Recruitment Recruitment Join our dynamic team as a National Student Advisor We have an exciting opportunity for a motivated impact on the lives of prospective students. As a National Student Advisor, you will play a crucial role and work under pressure. Minimum Requirements: • National Diploma (NQF6) with 3 years sales experience (preferred) (preferred) OR, • Alternatively, minimum of National Senior Certificate (or equivalent) with 5 years sales experience
The Business Enablement: Advice Review role is required to manage advice risk in the business by monitoring Advisor offices. Including in-depth analysis of advice scores and reports (both internally and externally) Responsibilities : Main areas of responsibility will include: Advice Review: Internal Review: in conjunction with the officers audit Partner Directed Advice cases and large deals against the advice questionnaires to ensure that and Risk Consultants on how best to meet quality advice requirements. Creating, implementing and maintaining
The Accountant will be responsible for reconciling bank accounts, preparing and sending out client statements/age Bachelor's degree/Diploma in Accounting Professional certification (e.g. SAIPA/ACCA) is a plus Experience in the
Purpose of Role: To provide and implement advice in respect of insurance needs and solutions to our clients with the client Partner. Job Responsibilities: New Advice Analyse and identify Life and Short-Term Insurance planning partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability
and work under pressure. Minimum Requirements : National Diploma (NQF6) with 3 years sales experience (preferred) (preferred) OR, Alternatively, minimum of National Senior Certificate (or equivalent) with 5 years sales experience
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) employed to operate within the Company's preferred Advice methodology and tool sets only. Categories: Client ensure integrity of client data in the various advice tools and CRM's. Financial Planning preparation Personal Goal Plans (PGPs) with the draft record of Advice in preparation for the Partner to finalize for
and work under pressure. Minimum Requirements : National Diploma (NQF6) with 3 years sales experience (preferred) (preferred) OR, Alternatively, minimum of National Senior Certificate (or equivalent) with 5 years sales experience
Senior/National Senior. Accurate processing of unallocated payments. To be reviewed by National Senior and documents prepared and sent to Campus Senior/National Senior will be audited. Competencies Required