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.
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
Requirements:
KPAs:
About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic an
About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic an
exceptional customer service. · Source clients through networking and referral initiatives. · Build long lasting
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's
Interpersonal skills An establishment of client network Tenacity Effective planning, organizing and time
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th