As a Financial Services Network Consultant, your primary duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requir
years’ experience as a Client Wealth Manager, Financial Advisor or Planner
Reference: PC001665-LS-1 Our client located in Johannesburg are looking for a Financial Services Network Consultant. This role requires a proactive approach to developing business relationships and achieving sales targets. EMPLOYMENT TYPE : Permanent SECTOR : Finance BASIC SALARY : Market related ST
Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative
preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planner or Business Development support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planner or Business Development support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planner or Business Development support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
Elite Wealth are essential. Candidates on track to complete their Certified Financial Planner® designation
Elite Wealth are essential. Candidates on track to complete their Certified Financial Planner® designation
between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload scanned copies