independent subsidiary to allow advisors to broker note their clients with Opportunities to qualify for procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
independent subsidiary to allow advisors to broker note their clients with Opportunities to qualify for procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
independent subsidiary to allow advisors to broker note their clients with Opportunities to qualify for procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation according to clients changing needs Present and sell suitable financial products and services f you can a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation according to clients changing needs Present and sell suitable financial products and services f you can a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
we are looking for. Join a team of successful advisors within our organisation and receive leading industry career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form
Our client is seeking a meticulous and strategic professional to ensure the highest standards of corporate managing financial transactions, and acting as a liaison with key stakeholders to maintain transparency
Managed Service Provider (MSP) dedicated to delivering innovative IT solutions and exceptional service to to our clients. We pride ourselves on fostering a collaborative and dynamic work environment where every Managed Service Provider (MSP) dedicated to delivering innovative IT solutions and exceptional service to to our clients. We pride ourselves on fostering a collaborative and dynamic work environment where every Perform regular maintenance, updates, and backups for client systems. • Assist in the deployment and configuration