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
client fails to meet certain criteria. Recommend and advise price responses to competitor's market initiatives and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
Diepsloot Fourways Responsibilities: Provide post sales advise to consumers. Assist customers with product information
Diepsloot Fourways Responsibilities: Provide post sales advise to consumers. Assist customers with product information
client fails to meet certain criteria. Recommend and advise price responses to competitor's market initiatives
business Matric Accounting/Bookkeeper Diploma 2 -4 years bookkeeping experience Excellent knowledge of analytical skills Matric Accounting/Financial Management Degree Essentially 2 - 4 years Accounting experience
allowance Attractive shifts (2 days op, 2 nights on, 4 days off) Pleasant small tean environment
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
internal business reporting and controlling. Financial control over inventory and assets and monthly
manager with admin relating to the branch for ± 3-4 hours per day in the branch where required. Work the