office and team within the financial sector. We require an Associate Financial Planner who is passionate planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
office and team within the financial sector. We require an Associate Financial Planner who is passionate planning for our clients (Investment proposals, Financial Needs Analysis, Strategy documents, Calculations is required but loads of passion for holistic financial planning. (We will provide training) Market related
Keen to start growing in financial planning and move beyond the basic admin and support? Is this you you? You've kick started your career in financial planning and the part you enjoy most if the research and chance to focus on just that without the client consultation side of things so no need for you to find clients prepare financial proposals and assist members. You will propose solutions and draft financial recommendations recommendations to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining
CLIENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online Identifying and proposing solutions to process and service related failures
To supply marketing material
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
PE002471-RW-1 Our client a leader in the Financial Services Industry, based in Sandton (Johannesburg) (Johannesburg), is seeking to employ a experienced Financial Services Commissions Administrator. 2-3 year's experience dealing with commission / fee processes in the financial services space secures. A wonderful career opportunity processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the