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
(non-negotiable)
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 surveys to improve results. Participating in and supporting corporate responsibility initiatives. Achieving Achieving operational excellence by supporting the implementation of business optimization improvements through 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
company based in the Midrand area to give office support to other staff members, data capturing, reporting Customer Enquiries and complaints experience. Financial Google Maps Responsibilities: Switchboard Enquiries
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 surveys to improve results. Participating in and supporting corporate responsibility initiatives. Achieving Achieving operational excellence by supporting the implementation of business optimization improvements through 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
both external and internal stakeholders. Helpdesk support experience is an advantage. High attention to detail
My client is seeking a Legal Advisor to provide expert legal support and guidance for their dynamic liaise with external counsel. Corporate Governance: Support the development and implementation of corporate Labour and Disciplinary Support: Provide guidance on employment issues and support HR in handling disciplinary