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 to assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
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
telephonically within a contact centre environment. - Build strong customer relationships to ensure repeat business Recieve internal training on how to effectively run a team and applu acquired skills towards building a solid Cash performance bonus, Leadership training and internal growth opportunities.
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
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth 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