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Assistant Financial Advisor Pretoria, Groenkloof
Sustainable Wealth Management
Groenkloof
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
share this job on whatsappAssistant Financial Advisor Market Related
Sustainable Wealth ManagementGroenkloof
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
Assistant To Financial Advisor/ Broker Assistant Negotiable
Fhh Consultants Ltd.Fourways
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking hardworking and motivated Assistant for their Financial Planner / Advisor Capturing and taking minutes minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
Financial Advisor
Sanlam ConnectGauteng
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base records • Driver's license and own vehicle • Assistance to help you grow your practise • Back-office continuous training & bursaries for studies in financial planning • Various rewards and recognition for
Financial Advisor
Johannesburg
DUTIES & RESPONSIBILITIES
- Office infrastructure
- Access to lead opportunities
- Admin support and back-office support
- Tech support
- Negotiable commission
- Work Remotely
- Seamless on-boarding and an opportunity to retaining your current
Financial Advisor
Liberty Standard Bank GroupSouth Africa
fast paced, greatly rewarding industry offering Financial Planning and Services to potential clients. It's It's not surprising that we were voted the Top Financial Assurance house to work. Apart from a new Market appointments Conducting financial analysis on clients Providing sound financial advice on Liberty products Enthusiastic, and possess a desire to achieve financial success Full training and development to achieve CFP qualification with Management support and assistance Market leading products Structured Remuneration
Financial Advisor/planner Assistant Market Related
Pss RecruitmentSouth Africa
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office role is responsible for administrative support for the Financial/Investment Advisors within the team, and ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience of all necessary documentation relating to administration of local and offshore investment instructions
Financial Advisors Commission Only
Talent Ahead LtdSouth Africa
Requirements: Proven track record of meeting or exceeding a minimum target of R60,000.00 per month Possession of a client book that the broker can bring over Open Positions: Unlimited number of brokers needed Compensation: Earn up to 100% commission No desk fees Monthly charge of only R220.00 for Mi
Financial Advisor Hybrid
Talent Ahead LtdSouth Africa
Requirements: Proven track record of meeting or exceeding a minimum target of R60,000.00 per month Possession of a client book that the broker can bring over Open Positions: Unlimited number of brokers needed Compensation: Earn up to 100% commission No desk fees Monthly charge of only R220.00 for Mi
Financial Advisor Johannesburg
Ba PersonnelSouth Africa
opportunity for a highly experienced TIED FINANCIAL ADVISOR - Life Wealth and Investments. Highly driven earning potential. The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer potential. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry
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