Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales Regulatory Examination (RE5) Certified Financial Planner® Professional will be added advantage A valid driver's
become part of an award-winning franchise that values your potential Build your own Client Network Arrange with prospects to attain the Certified Financial Planner (CFP) title.
become part of an award-winning franchise that values your potential Build your own Client Network Arrange with prospects to attain the Certified Financial Planner (CFP) title.
diverse portfolio and global reach ensure a constant stream of new opportunities, allowing you to expand your
processing of regulatory applications. Manage work streams for- and report on the assigned group of portfolios inspections Ensure alignment of personal and company values Qualifications & Experience Bachelor's degree excellence and collaboration and align with Company values R125,000 to R140,000 per month
processing of regulatory applications. Manage work streams for- and report on the assigned group of portfolios inspections Ensure alignment of personal and company values Qualifications & Experience Bachelor's degree excellence and collaboration and align with Company values R125,000 to R140,000 per month
helping enterprise clients to extract business value by implementing AI solutions has a vacancy for a Databricks is a plus
long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences following the work plan Follow their processes and values such as honesty; integrity; accountability; respect Understand and embrace the vision and demonstrate the values through interaction with team and stakeholders
long-lasting relationships with investors andfinancial planners through the delivery of exceptional service experiences service the client. Entrench clients and deliver value through cross selling. Facilitate the sales process
Consultant You'll engage with investors and financial planners, building trust and long-lasting relationships needed. Cross-sell to entrench clients and deliver value. Facilitate sales by highlighting product features