detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing providing superior financial planning and investment advice to clients. The ideal candidate will have strong clients achieve their financial goals. Key Responsibilities: - Assist Financial Advisors in preparing client research and analysis on financial products, markets, and investment opportunities - Manage client files and in a timely manner - Support Financial Advisors in developing financial plans and investment strategies
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No effectiveness and operations management. Familiarity with business and financial principles. Proven work experience
Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No effectiveness and operations management. Familiarity with business and financial principles. Proven work experience
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
NPr001195-EHo-1 Financial services company with strong values, seeks to employ an experienced Financial Manager limited to: Develop financial well-being of company by providing full spectrum of financial services Draft Draft monthly management accounts, and further recommendations Debtors and Creditors Management Cashbook and and bank functions management (3 bank accounts) Cashflow management Reporting Liaison with external auditors strategies Bookkeeping to balance sheet Prepare annual financial statements Assist with the implementation of new
seeking a dynamic and experienced Group Legal Advisor and HR Manager to join our team. This role will encompass advice and support on HR issues to employees and management, ensuring alignment with HR practices and organizational code and policies with statutory Acts. Advise management on disciplinary procedures and maintain relationships develop suitable programs, evaluate outcomes, and manage training compliance. Coordinate learnerships and of 3 years working experience as a Legal Advisor or HR Manager. Thorough knowledge of South African labor