part of a respected and established Financial services firm, that offers wealth, fiduciary and business
With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with is specifically pursing a career as a Financial Advisor. Someone who is professionally presented with excellent
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence 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
awareness in the division by becoming a trusted advisor • Execute on all Regulatory Compliance projects in a managerial role - preferably in financial services Salary market related for a senior position.
awareness in the division by becoming a trusted advisor • Execute on all Regulatory Compliance projects in a managerial role - preferably in financial services Salary market related for a senior position.
the long term will be to become a
Financial Advisor. The position is based in Durban North.
a respected and established Accounting and Tax services team, the role of the Chartered Accountant will will provides financial advice, audit services, and strategic guidance to a diversified portfolio of the d in Durban North, this established financial services firm, offers their growing portfolio of clients ledger
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in knowledge of MS Office (Word, Excel, Outlook) Customer service experience (KYC) – Inbound and Outbound Ability