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
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
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
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 rs
requesting info
This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead flexibility for some remote work. As a Financial Advisor, you will be responsible for conducting financial not have any previous experience as a Financial Advisor 100% commission based (uncapped) Petrol Vouchers
NFP014329-CAM-1 Kickstart Your Career as a Wealth Advisor Assistant Location: Eastern Cape Are you a recent looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. This is an excellent satisfaction. Key Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial
NFP014329-CAM-1 Kickstart Your Career as a Wealth Advisor Assistant Location: Eastern Cape Are you a recent looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. This is an excellent satisfaction. Key Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial
comprising technical, legal, financial, and empowerment advisors for various project finance projects.
for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Needs Regulations Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending
for a skilled Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and candidate will be the link between the Financial Advisor and the Client. RESPONSIBILITIES Financial Needs Regulations Prepare Review Documents for Financial Advisors Assist with client technical enquiries Attending