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 firm personalized service to help clients achieve their financial goals. Job Description: We're seeking a dynamic join us as a Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll you'll provide crucial administrative support while actively engaging in sales to expand our client base. Administrative
and sell long-term insurance products to clients. Assist clients in completing insurance applications and
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
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
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
for an experienced and highly skilled Financial Administrator to join their vibrant workforce. As a key player in their team, you will provide crucial administrative support to their commercial operations, ensuring strong business acumen.
Perform financial analyses and calculations using basic accounting
IT office suppliers
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 extensive extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
The Office Administration Assistant will undertake administrative tasks, ensuring the rest of the staff support to work efficiently. The office Administration Assistant ensures smooth running of the office and Acting on all inquiries promptly and efficiently. Assist in booking, preparing and setting up conference/meeting and prepare presentations/proposals as assigned. Assist with rostering. Managing cleanliness and hygiene concern Experience as an office Administration Assistant, office assistant or relevant role Working with
of Finance Assistant has recently opened up in our ever growing company. Finance Assistants provide support complete projects by performing project and office administration tasks, which typically include data collection and have creative flair and writing skills. The assistant position suits highly organized and detail-oriented attributes for the project assistant. The post Finance Assistant/ Finance Administrator appeared first on freerecruit