The Trade Counter Assistant will facilitate the delivery of group standard Trade Counter and Sales process by 09:00 the next business day Assisting on the trade counter: Assisting customers with queries. Processing required Receiving goods returned from customers Assisting in the maintenance, general neatness, and cleanliness
running of a portfolio of accounts and to proactively manage all administrative tasks. Role Purpose: Lead regional running of a portfolio of accounts. To proactively manage all administrative tasks in a timely and anticipatory and Experience: Diploma or Degree in Business Management Valid Code EB drivers' license 3 years relevant Account Management Conduct regular reviews of business performance and promotion strategies. Manage and develop competitive market research on a regular basis. Assist in developing commercial relationship with key
running of a portfolio of accounts and to proactively manage all administrative tasks. Role Purpose: Lead regional running of a portfolio of accounts. To proactively manage all administrative tasks in a timely and anticipatory and Experience: Diploma or Degree in Business Management Valid Code EB drivers' license 3 years relevant Account Management Conduct regular reviews of business performance and promotion strategies. Manage and develop competitive market research on a regular basis. Assist in developing commercial relationship with key
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that the Financial Planning Practice; Interact with Clients Diligently and Fairly; Striving to assist your
their financial goals by developing a personalized plan based on the customer's unique financial situation strive to pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims existing products and services Designing financial strategies Assisting clients to make informed decisions clients changing needs and financial circumstances Promoting and selling financial products to meet given
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
exists for individuals with a passion for the financial services industry and who aspire to be leaders profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial needs analysis solutions to meet with clients' financial needs -Offer the best financial advice to your clients regarding from current clients -Ability to participate in financial related sales meetings The role is commission
Ourorganization is involved in the marketing of financial products and services of a leading blue-chip company and we are looking for your skills. Path to management with a possibility of growing your own team Unlimited Recognition structures in the industry - Provide financial advice to clients - Stay abreast of industry related Vehicle and valid driver's license Experience in financial services will be an advantage Credit and criminal