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
license with reliable transport less than 10 years old. Networking Skills: Capable of promoting yourself
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
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
CA(SA) Studying towards BCom (Honours) degree in Financial accounting or CTA Salary is market related - 12K
autonomous Namibian bank, providing superior financial services to individual and corporate clients as international banking services by liaising directly with financial centres and institutions worldwide is looking