Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all
resolve any issues or queries Liaise with financial advisors and building budgets intergrating with financial
The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing comprehensive financial planning and delivering an excellent client experience. The advisor will cater to
The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing comprehensive financial planning and delivering an excellent client experience. The advisor will cater to
Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business
Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share
role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share
career opportunity in supporting financial and transaction advisors on complex project finance transactions financial modeling in Excel Supporting financial and transaction advisors on complex project finance transactions