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 presentations - Conduct research and analysis on financial products, markets, and investment opportunities 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 track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or registered with the Financial Sector Conduct Authority as a full representative Two-or-more years, experience experience as representative rendering Financial Advice and Intermediary services Must be computer literate 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 registered with the Financial Sector Conduct Authority as a full representative Two-or-more years, experience experience as representative rendering Financial Advice and Intermediary services Must be computer literate 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
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible 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 operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible 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 operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
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
Representative, Other, Pretoria / Tshwane. Company Name: Career Connect. Representative required for
have a minimum of 2 years experience as a Service Advisor within the Motor Industry