& Gas client is seeking a Financial Accountant to join their team based in Financial Accountant will be responsible for managing and analyzing financial information regulations, and providing accurate and timely financial reports. The ideal candidate will have a strong
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Overview
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable tolerance to maximize income and save money. Advise clients on financial matters and provide recommendations on
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales million Scan client base and target market for financial planning opportunities Generate leads by identifying interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
TOWN / DURBAN Conduct thorough needs analysis and advising clients on suitable insurance solutions. Develop Administration, or related field (for recent graduates); Preferred; Short-Term Insurance certificate (preferred) Experience Minimum 2 years of experience in financial advisory services (Commercial & Non-life preferred);
or similar professional qualification with post-graduate qualification in accounting or finance with a business financial partner's spac RESPONSIBILITIES AND ACCOUNTABILITIES • Manage a team of financial professionals Responsible for producing consolidated group annual financial statements, monthly management reports, and other or similar professional qualification with post-graduate qualification in accounting or finance with a a Credible history in the business financial partner's space MUST HAVE IFRS TECHNICAL EXPERIENCE- (ESSENTIAL)