opportunities within the client bases of their panel of financial planning partners practice.
knownFinancial Corporate is looking for energetic Sales Advisors that can work independently – no supervision.
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 as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling success, where your efforts are rewarded both financially and personally. Innovative Products: Join forces in sculpting your career into a masterpiece of financial excellence. Trailblazing Business Development:
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling success, where your efforts are rewarded both financially and personally. Innovative Products: Join forces in sculpting your career into a masterpiece of financial excellence. Trailblazing Business Development:
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to ring and taking minutes of meetings from Financial Advisors interaction with clients;
new them
as well as uploading quotations prior to Financial Advisor/s meeting with the client;
clients;
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
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
ü Full suite of administration services long-term relationships with clients
ü Financial planning for clients
ü Focus on identifying identifying client needs and then offer suitable financial solutions
ü Provide excellent service orientation or Degree (Essential)
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 maximize income and save money. Advise clients on financial matters and provide recommendations on long term