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Assistant To Financial Advisor/ Broker Assistant Negotiable
Fhh Consultants Ltd.
Fourways
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 servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
share this job on whatsappFinancial Advisor
Bedfordview
R180 000.00 to R240 000.00 per annum experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic opportunity for success!
As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new it's already extensive book
Provide financial products and services in a professional manner communication with clients
Develop comprehensive financial plans tailored to individual client
Provide
Financial Advisor
Johannesburg
sales
Financial Advisor Johannesburg
Ba PersonnelSouth Africa
opportunity for a highly experienced TIED FINANCIAL ADVISOR - Life Wealth and Investments. Highly driven earning potential. The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting different levels to identify the outcomes they require, introducing relevant internal specialists and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis
Financial Advisor - Sanlam
Johannesburg
Market Related in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in Gauteng.
Output/Core
long-term relationships with clients Requirements:
Financial Advisor - Ssfad
Armstrong AppointmentsBedfordview
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
Financial Advisor Johannesburg, Bedfordview
Armstrong AppointmentsBedfordview
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
Financial Advisor Johannesburg
GeotechJohannesburg
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice
Financial Advisor Liaison Consultant
Dk ConsultingJohannesburg
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business training of and ongoing product support to Financial Advisors · Dealing with queries and providing information sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a proven track record; record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam;
Financial Advisor Johannesburg
Dk ConsultingJohannesburg
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business training of and ongoing product support to Financial Advisors · Dealing with queries and providing information sales and marketing initiatives Minimum: 3 years Broker Consulting experience with a proven track record; record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam;
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