We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secu
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS Understand and add valuable valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the appropriate response or action plan from the expert areas within the company to address the identified risk
and own car essential. Duties include: Diary Management Client Liaison General Administration – filing between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
and own car essential. Duties include: Diary Management Client Liaison General Administration – filing between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
ownership of financial management, encompassing income and expenses, within the area office, ensuring financial end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence, deal structuring and portfolio management for wholly owned property acquisitions, joint Limited. Actively manage client relationships and regularly participate in management meetings for equity development, management, and retention of your direct report. Actively participate in the building of a team
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly help clients build, protect, and transition their finances and wealth by looking at all areas of their financial tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps feedback and continued education opportunities Build and manage your professional practice Qualifications network, prospect and build relationships Good organisational and time management skills Good presentation
development Financial needs analysis Relationship building Build a professional practice under the Liberty brand path to financial security Assisting people to manage their wealth holistically Provide solutions for
development Financial needs analysis Relationship building Build a professional practice under the Liberty brand path to financial security Assisting people to manage their wealth holistically Provide solutions for
Person. You will report directly to the Branch Manager. Responsibilities: ● Achieve daily sales targets equipment to client’s specifications ● Build long term relationships ● Build new client base on a continuous