KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for personal circumstances and look at everything: every bank statement, tax return, insurance policy, everything
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for personal circumstances and look at everything: every bank statement, tax return, insurance policy, everything
nsfers experience
in to an existing base, and create a new base Banking experience 3 years Financial Industry experience Acquiring experience (Must Have) Have a strong Banking experience & background – must be from one Big 4 – Absa, Nedbank, FNB, Standard (or Capitec Bank) 3 years external Sales experience 3 years Cold
software system skills. Debtors, Creditors & Bank recon experience. Bookkeeping up to trial balance
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining
Team and initiate and process payments on the Banking Platform is also key. This Company prides itself
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation