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
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 and
solutions that cover all your personal and business insurance and financial needs. Indwe Risk Services is of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide rewarding Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will environment Sound knowledge and understanding of personal lines insurance FAIS requirements of a representative
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)
practice
We looking for Financial Advisors for personal lines for short term insurances for a giant insurance in order to provide specialist, professional financial advice in all relevant business areas Meet the
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
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience An RE