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
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
and sell long-term insurance products to clients. Assist clients in completing insurance applications and
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 continuous professional development. As a financial services professional, you will be accountable for
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 continuous professional development. As a financial services professional, you will be accountable for
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
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
Administrative Assistant, Pietermaritzburg, Midlands. Company Name: Umkhuseli Innovation and Research NPC. Vacancy Announcement . Position: Administrative Assistant. Opportunity Type: 12 month fixed term research Institutions. UIRM is looking for an administrative assistant to play a role in the day to day activities of the Finance and Administration Department. Principal Responsibilities: Assistance with reception duties answering the telephones and taking messages; Assistance with making tea and coffee for clients; Daily