Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. of their panel of financial planning partner's practice. Prepare comprehensive advice documents (proposals quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance
Agent, etc. Ability to function at a strategic level whilst fulfilling operational responsibilities. of their panel of financial planning partner's practice. Prepare comprehensive advice documents (proposals quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning and Business Assurance
coupled with experience in property management secures A wonderful career opportunity awaits you. Minimum attention to special requests. Ability to solve practical problems using reasoning skills. Extrovert with service delivery levels on campus· Hold team members accountable to the highest level of service delivery
coupled with experience in property management secures A wonderful career opportunity awaits you. Minimum attention to special requests. Ability to solve practical problems using reasoning skills. Extrovert with service delivery levels on campus· Hold team members accountable to the highest level of service delivery
wonderful career opportunity awaits you. Requirements: 4-5 years' experience in the financial services industry preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business managed and maintained in XPlan so that entire practice is on the same page and compliant. Ensure proper and orientate with the Partner on all data and practice attributes on NAV. Track and monitor your Key
wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business managed and maintained in XPlan so that entire practice is on the same page and compliant. Ensure proper and orientate with the Partner on all data and practice attributes on NAV. Track and monitor your Key
wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business managed and maintained in XPlan so that entire practice is on the same page and compliant. Ensure proper and orientate with the Partner on all data and practice attributes on NAV. Track and monitor your Key
prevent fruitless, wasteful and irregular expenditure. 4. Customer Service: Maintains effective working relationships problems creatively whilst demonstrating a high level of integrity in line with the company's core values
prevent fruitless, wasteful and irregular expenditure. 4. Customer Service: Maintains effective working relationships problems creatively whilst demonstrating a high level of integrity in line with the company's core values
years' work experience within a Financial Planning practice. Knowledge of Financial Planning principles including well as NinetyOne investment platform. Minimum NQF level 5 qualification or Relevant investment or financial professional, timely and thorough manner ensure high levels of quality are maintained. Please note should you