industry has a vacancy for a Sales and Operations Director who will lead the SSA team. The successful incumbent part of local Board of Directors. Collaborate directly with the Financial Director locally, in holistically
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
dealing with trade stock Requirements Matric EE & Non-EE Candidates Fully Computer Literate Advanced
met with efficient turnaround times. Matric EE & Non EE Candidates Fully Computer Literate (Excel,
met with efficient turnaround times. Matric EE & Non EE Candidates Fully Computer Literate (Excel,
the Pricing Manager and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
market initiatives to the Pricing Manager and Director of Commercial Operations. Bachelor's Degree. CPA
integrity thereof. You will be supported by the Director of Engineering, a professional engineer. Driving
internal business reporting and controlling. Financial control over inventory and assets and monthly