We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description Regardless of their specialization, all financial planners have the same objective: to help their clients financial services industry, LIBERTY. Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial
We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description Regardless of their specialization, all financial planners have the same objective: to help their clients financial services industry, LIBERTY. Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial
Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally and grow the client's finances. As a Financial Planner you will learn to build your practice with the and grooming of sales coaches and experienced planners as well as receive accredited training. You will
Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally and grow the client's finances. As a Financial Planner you will learn to build your practice with the and grooming of sales coaches and experienced planners as well as receive accredited training. You will
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
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
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
The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients • Ensure constant business development - attract new business, leads and top ups from exis
experience required Attending to own damage claims, liability and SASRIA claims (amongst others) in respect of Plant All Risk, Contractors All Risk, Machinery Breakdown & Business Interruption and Electronic Equipment (where applicable); Actively manage and oversee start to end of claims functio
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy it) You will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing business