KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market their clients. Advisors use their knowledge and expertise to construct personalized financial plans that that aim to achieve the financial goals of clients. These plans include not only investments but also savings savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular from the services of a financial advisor. Facilitate comprehensive financial planning for individual
clients, external legal counsel, and external legal advisors representing client interests. Manage internal lender/financing representatives and operations on financial close processes. Regular reporting to the Head experience, post articles. Experience as a legal advisor in a corporate legal department or attorney in
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
and document business requirements for Discovery Life's “Quote and apply” applications (non-web-based and
adaptive Insurance Specialist is required for our Head Office - Legal department. Insurance Cover management management. Management of Insurance Brokers. Annual Insurance renewals. Claims Management. Cell Captive Projects and Ad hoc. Experience Minimum of 5 years' insurance experience in a similar role in the logistics logistics industry Knowledge and understand insurance products, specifically relating to the logistics industry to impart knowledge to the business on complex insurance issues Deciding and initiating action Delivering
adaptive Insurance Specialist is required for our Head Office - Legal department. Insurance Cover management management. Management of Insurance Brokers. Annual Insurance renewals. Claims Management. Cell Captive Projects and Ad hoc. Experience Minimum of 5 years' insurance experience in a similar role in the logistics logistics industry Knowledge and understand insurance products, specifically relating to the logistics industry to impart knowledge to the business on complex insurance issues Deciding and initiating action Delivering
the telecommunications sector is seeking for an Insurance Product Manager on a contract duration of 12 months wealth of insurance experience to enhance the creation and development cutting-edge insurance products bridging the gap between telco capabilities and the insurance opportunities that exist, ensuring that the 7 their unique markets. Responsibilities: Champion Insurance Management Product Strategy & Execution Spearhead Partnerships to Drive Innovation Build "trusted advisor" relationship with business leaders across companies
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market their clients. Advisors use their knowledge and expertise to construct personalized financial plans that that aim to achieve the financial goals of clients. These plans include not only investments but also savings savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular from the services of a financial advisor. Facilitate comprehensive financial planning for individual
clients, external legal counsel, and external legal advisors representing client interests. Manage internal lender/financing representatives and operations on financial close processes. Regular reporting to the Head experience, post articles. Experience as a legal advisor in a corporate legal department or attorney in
Reference: CAW005959-LH-1 Service Advisor - Sandton - Johannesburg Our client within the Automotive Industry Industry is looking to employ a Service Advisor to join their team. The successful candidate must have have strong Dealership Service Advisor skills and be able to manage their day effectively and proficiently working in a franchise dealership as a Service Advisor Ability to work under pressure Outgoing and vibrant