SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements:
Requirements:
Reference: PE002317-JO-1 Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their team. A wonderful career opportunity awaits you. Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education or courses essent
Reference: PE002317-JO-1 Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their team. A wonderful career opportunity awaits you. Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education or courses essent
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business
Requirements:
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) A wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant tertiary education or cours
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) A wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant tertiary education or cours