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
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
The main purpose of the is to resolve IT related issues logged via the Service Desk, remotely and telephonically. IT Desktop and Technical Support Investigating desktop related incidents. Working with OS platforms and administrative functionalities Providing Desktop and Technical Support services Pr
style="text-align:center">Customer Service Agents
Based
relevant experience, preferably in Banking / financial industry  MUST HAVE
searching for skilled and accomplished Property Sales Agents who possess strong professional acumen. These individuals sellers with potential buyers. As a Property Sales Agent, your responsibilities will include effectively favorable terms • Assessing clients' needs and financial capabilities to propose suitable solutions • Facilitating Matriculation • Previous experience as a Real Estate Agent is advantageous • Possession of a valid driver's
We're looking for a mature and confident individual, who is able to hold their own, to join a prominent South African Car Rental Company at their Sandton Branch. You'll be responsible for managing rental bookings, overseeing confirmations, handling agreements, facilitating vehicle handovers
searching for skilled and accomplished Property Sales Agents who possess strong professional acumen. These individuals sellers with potential buyers. As a Property Sales Agent, your responsibilities will include effectively favorable terms • Assessing clients' needs and financial capabilities to propose suitable solutions • Facilitating Matriculation • Previous experience as a Real Estate Agent is advantageous • Possession of a valid driver's
of Position:
The Customer Service Agent is responsible to effectively assist customers with