an ever changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring Minimum 10 years of experience as a Financial Advisor. Certified Financial Planner (CFP) designation
To provide support to the Legal Claims Department; regarding the processing of High Risk claims. To quickly resolve claims. Providing guidance to junior staff members where required. To work high risk/overdue claims of other's portfolio where required. To manage a high-risk claims portfolio To ensur
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment
administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client
To provide support to the Legal Claims Department; regarding the processing of High Risk claims. To quickly resolve claims. Providing guidance to junior staff members where required. To work high risk/overdue claims of other's portfolio where required. To manage a high-risk claims portfolio To ensur
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
The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
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 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