Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Attooh. Personal Assistant & Sales Associate for a Financial Advisor a Premier financial advisory integrity, expertise, and personalized service to help clients achieve their financial goals. Job Description: individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll base. Administrative Support: anage the financial advisor's calendar and schedule appointments. Handle
IT Personals, Other, Durban City. Company Name: KPC3 International Pty Ltd. Vacancy available: Required
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team record in financial planning and advisory services. Responsibilities : Provide comprehensive financial planning ensuring their financial goals and objectives are met. Conduct in-depth reviews of clients' financial circumstances services that align with clients' financial goals. Stay updated on financial markets, products, and industry detailed financial plans, reports, and presentations for clients. Collaborate with other financial professionals
Management (CRM) Data
Operational Compliance
Personal Capability Building
EDUCATION
for a Sales-Driven Financial Advisor to join our dynamic team As a leading financial services company, achieve their financial goals while driving business growth. As a Sales-Driven Financial Planner, your responsibility will be to deliver exceptional financial advice and solutions to clients, while actively understanding their financial objectives, and tailoring personalized financial plans to meet their needs networking, and cold calling. Conducting comprehensive financial assessments to identify opportunities for investment
Our well-established client, who supply and service the RSA with a wide range of new equipment, consumables and support, is looking for a motivated professional salesperson to join their team.
Duties and responsibilities (include but are not limited to):
collating reports, supervising Admin staff, running personal errands, filtering emails, and answering calls
Our client is looking for a Personal Assistant to join the team. Office premises are moving, so candidates management skills Good understanding of business financial functioning
highly professional and exceptionally capable Personal Assistant to provide comprehensive support to support as needed.