advantage) Need to be able to take supervision of 1 or 2 people Need to be able to control a process Need to situations Need to be able to communicate with internal colleagues and external clients Need to be able work on their own (self starter) Need to be able to work in Teams Need to understand that the work is very
financial planning and delivering an excellent client experience. The advisor will cater to various market segments with clients to determine their financial goals, needs, and risk tolerance. • Provide strategic advice financial needs and offer suitable products. • Sell products that align with clients' needs and financial working in the financial services industry. • Experience levels will vary as we are recruiting for both
relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: 6-months Responsibilities: Client Engagement: Respond to client needs with the right service and solutions. Build trust end-to-end and route for alternative intervention if needed. Cross-sell to entrench clients and deliver value product features and benefits. Document client needs and provide tailored product solutions. Obtain referrals positive client experience. Increase market share by engaging clients in Core needs discussions, salary
relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: 6-months Responsibilities: Client Engagement: Respond to client needs with the right service and solutions. Build trust end-to-end and route for alternative intervention if needed. Cross-sell to entrench clients and deliver value product features and benefits. Document client needs and provide tailored product solutions. Obtain referrals positive client experience. Increase market share by engaging clients in Core needs discussions, salary
looking for an exceptional candidate who has experience as a Paraplanner within wealth management, preparing preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
looking for an exceptional candidate who has experience as a Paraplanner within wealth management, preparing preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
housing, sanitation and walling systems. Our experience as both manufacturers and contractors allows us to not only create products that address the needs of the end user but also simplify the construction of experience in a similar position. Exceptional accounting and reconciliation skills. Experience using ESSENTIAL. Experience in a production / material usages environment is STRONGLY BENEFICIAL. Experience interfacing a store's environment is STRONGLY BENEFICIAL. Experience with stock items, purchase orders, invoice matching
Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential ie. Death, Disability and Critical Cover needs
Estate Planning
Business Assurance
Short-term insurance experience is an advantage
Appropriate tertiary qualification
standing requirements
Meet the FAIS minimum experience requirements in respect of long-term insurance
categories
Fully computer literate, xPlan experience advantageous
Excellent communication skills
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories Fully computer literate, xPlan experience advantageous Excellent communication skills,