currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing payments and requests. As part of financial planning process: Cash flow and performance calculations and projections; and risk management needs, product offerings available, and changes in product provider rates. Researching
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing payments and requests. As part of financial planning process: Cash flow and performance calculations and projections; and risk management needs, product offerings available, and changes in product provider rates. Researching
with clients. Data capturing. Processing of new business (life products; local and offshore investments)
with clients. Data capturing. Processing of new business (life products; local and offshore investments)
Authorise and process journal entries. Human Resources / Payroll: Manage Payroll and VIP processing. Prepare Supervise purchases of office refreshments, cleaning products and stationery. Back-up system in place (MDA, for the minimum period. Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance
Authorise and process journal entries. Human Resources / Payroll: Manage Payroll and VIP processing. Prepare Supervise purchases of office refreshments, cleaning products and stationery. Back-up system in place (MDA, for the minimum period. Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of systems/controls/processes. Company Secretarial and Compliance: POPI compliance
responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Partner and product providers (PPs). Equipped to follow the formal complaint resolution process. Is the point and AML capture and checking on client onboard process. Checking of transition documentation to ensure Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Partner and product providers (PPs). Equipped to follow the formal complaint resolution process. Is the point and AML capture and checking on client onboard process. Checking of transition documentation to ensure Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules