skills along with the ability to prospect new clients are essential. Being a Financial Adviser is listed their wealth holistically Provide solutions for clients Requirements: Matric Finance related degree (preferable)
self-motivated and people orientated, with a strong client network, the role of a Financial Planner will be Planner you need to effectively source prospective clients, assess their risk profile and provide long term term financial solutions aligned with client's objectives and requirements. Matric Driver's License Vehicle
your career within one of the major financial services companies in South Africa. Liberty offers a structured financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable)
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching marketplace and providing clients with information on new and existing products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
Hire Resolve's client, a well-established engineering consultancy, is currently seeking a highly skilled drawings Provide technical advice and guidance to clients Perform structural analysis and calculations Ensure leading design team. Experience in running projects. Client interface experience would be good. Computer skills
Hire Resolve's client, a well-established engineering consultancy, is currently seeking a highly skilled drawings Provide technical advice and guidance to clients Perform structural analysis and calculations Ensure leading design team. Experience in running projects. Client interface experience would be good. Computer skills
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car 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