Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric/Grade 12, Completed RE Exam, w orking knowledge of FAIS/FICA Le
negotiation techniques, compliance regulations, communication skills, and effective debt recovery strategies programs as necessary. 6. Collaboration and Communication: Collaborate with cross-functional teams within design methodologies preferred. ● Excellent communication, presentation, and interpersonal skills, with Office suite and other training software/tools Market Related Salary
between insurer and client and timeously relay communication, requests and documentation Engage with insurers
skills Existing relationship with Master's Office Market Related salary
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
responsible for contacting prospective customers and marketing our products. The successful candidate will be Matric Certificate / NQF Level 4 Excellent communication skills, both written and verbal Well organised
clarity in all documentation. Develop and execute marketing strategies to promote X Limited’s services and Investment. Experience in Banking, sales and marketing. Competencies: Deciding and Initiating Action Persuading and Influencing. Presenting and Communicating Information. Planning and Organising. Delivering Business Investment: 5 years (Required) Sales and Marketing: 3 years (Required). Property Finance Structuring:
input into the Scheme's managed care strategy Communicate the managed care strategy back into the operational Solving Computer Technology Skills Customer Focus Communication Skills Experience: 5 - 8 years relevant managed Qualifications: 3 or 4 years Medical degree/qualification MARKET RELATED CTC PACKAGE PENSION FUND MEDICAL AID PERFORMANCE