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
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
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
client fails to meet certain criteria. Recommend and advise price responses to competitor's market initiatives