Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Reference: NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
skilled Financial Planner to join our team in the insurance industry. As a Financial Planner, you will be
Responsibilities:
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership summaries, investment performance reports and income projections for clients. Manage and regularly update clients’ Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
financial services. Handle client complaints and assist with the resolution of financial issues. Conduct