Financial Advisor
Area: Randburg, Gauteng
Salary: provider and they are looking to recruit Financial Advisors to provide businesses and individuals with
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to ring and taking minutes of meetings from Financial Advisors interaction with clients;
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all
variance analysis. Strategic Support: Act as a financial advisor, offering insights and supporting decision-making
variance analysis. Strategic Support: Act as a financial advisor, offering insights and supporting decision-making
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all
Minimum requirements: