Reference: CPT006889-ST-1 PARALEGAL - NEDBANK BOND CENTRE (RETAIL) PARALEGAL - FNB BOND CENTRE (DEVELOPMENTS)
Our Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate clients achieve their financial goals, possess a proven track record of success in financial advisory services clients' financial situations, goals, and risk tolerance to develop personalized financial strategies strategies. Provide comprehensive financial planning and investment advice to clients. Build and maintain strong
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng office space and full infrastructure for financial advisors
appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both FAIS legislation and according to professional financial advice guidelines.
Responsibili
of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step
Step Financial Planning Process) and selling our client's investments products directly to the clients
clients should this be recommended in the financial plan
Financial Advisor - Gauteng A financial planning group is looking for a results-driven Financial Advisor Advisor to be responsible for providing financial advice to clients on retirement planning, investing for protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customised financial proposals. Thereafter, they will market insurance options their needs. To be successful as an Advisor, the Financial Advisor should stay up to date with the latest
IWCP is seeking to fill the Financial Advisor position with the ideal candidate who possesses the desired relationship building and satisfying their individual financial planning needs. Matric, driver's and a car essential
- Develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements. - Focus on Life Insurance - Monitor and assess
Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving
Our Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate clients achieve their financial goals, possess a proven track record of success in financial advisory services clients' financial situations, goals, and risk tolerance to develop personalized financial strategies strategies. Provide comprehensive financial planning and investment advice to clients. Build and maintain strong