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
external legal counsel, and external legal advisors representing client interests. Manage internal processes: guidance to lender/financing representatives and operations on financial close processes. Regular reporting 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
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
Our client is looking for a personable and hard-working individual to join their sales team. Working closely with an assigned Branch Manager, who is responsible for business development and growth globally, the incumbent will be expected to ensure meetings are set up with potential clients and ensur
external legal counsel, and external legal advisors representing client interests. Manage internal processes: guidance to lender/financing representatives and operations on financial close processes. Regular reporting 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
professional and passionate service-orientated representative who will foster positive relationships with
Sub-Saharan Africa? My client is seeking a Legal Advisor to provide expert legal support and guidance for
Sub-Saharan Africa? My client is seeking a Legal Advisor to provide expert legal support and guidance for