Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Duties:
Follow all the steps of financial planning in the sales process
Generate leads
(NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
Provide financial planning support to clients Cultivate strong client relationships Prepare financial plans customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
Financial Freedom is a step away Liberty life is looking to partner with self-driven, motivated entrepreneurs setting up your financial practice within the corporate sector and help you gain the financial freedom you you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess their risk risk profile and provide long term financial solutions aligned with client's objectives and requirements The opportunity to study a National Diploma in Financial Planning Flexibility of managing your own business
Provide financial planning support to clients Cultivate strong client relationships Prepare financial plans customer queries about financial planning Improve people's lives by making their financial freedom possible the latest legislative changes that may affect financial planning Communicate with clients to learn about
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Accounting Clerk who has experience drafting annual financial statements. Requirements Grade 12 Qualification
processing accounts to trial balance, payroll, financial reporting, and statutory submissions. Applicants
exists for a dynamic person with Business anf Financial Management who is passionate about the natural development and approval. objectives; Provide financial management reports at determined intervals and