up on outstanding applications. Relationship Management: Build and maintain strong relationships with record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications:
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term space Excellent sales skills Must have current assets upwards of R 50m R 500k in commissionable earnings
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
issue assets. Technical skills to be acquired in the role: How to execute strategic asset management processes service management processes. Storeroom protocols required to manage an efficient storeroom. Asset management communication Time-and self-management with good planning and organisational skills Self-Managing Competencies: Drives Stamina and focus Resilient, with an ability to manage stress, pressure and tight deadlines Displays cast cast iron integrity to be trusted with assets Organisation and role (induction) requirements Changing
up on outstanding applications. Relationship Management: Build and maintain strong relationships with record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications:
Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Name: Assistant & Sales Associate for a Financial Advisor a Premier financial advisory firm committed to providing providing tailored wealth management solutions. We prioritize integrity, expertise, and personalized service service to help clients achieve their financial goals. Job Description: We're seeking a dynamic individual Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll provide crucial administrative
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title
Schedule service and repair appointments by also managing the online appointment system. Book Customers