Independent Financial Advisor position available for young, ambitious, confident, self-driven individual
requires the full-time services of a Transaction Advisor to join their dynamic team ASAP. Relevant qualifications and infrastructure ; coordinating feasibility studies, working closely with financial modeler support transaction advisory work - Co-ordinate feasibility studies (manage allocated modeler; ensure deliverables environment Experience of projects from feasibility studies to financial close 4 years Management consulting
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential ie 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
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects;
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects; Risk assessment relating to the transactions including feasibility study outcomes and evaluation outcomes; Marking up various participating in negotiations (supported by external legal advisors); Presentation of investment proposals, feasibility (supported by external advisors including legal, technical and empowerment advisors); Coordinate the transaction
Complete tax administration function
Preparation and submission of SARS Income tax returns
Calculate, prepare and submit provisional tax returns
Review and assess SARS tax assessments
Arrangement of payments via efiling and administration
Taxation of estates
Regis
We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience FICA and FAIS legislation The post Junior Wealth Advisor appeared first on freerecruit.co.za .
highly advantageous. You need to be fluent in English and Afrikaans to enable you to service the clients