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
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
Enterprise broker to join their team Please note that contacted shortlisted candidates will be required to record sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client minimum of 5 years of experience as a Commercial Broker in South Africa, with a proven track record in Relevant South African insurance licenses are required (EG: RE5/FAIS) Thorough knowledge of commercial liabilities, speciality lines, and regulatory requirements. Strong negotiation and client management skills
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
Enterprise broker to join their team Please note that contacted shortlisted candidates will be required to record sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client minimum of 5 years of experience as a Commercial Broker in South Africa, with a proven track record in Relevant South African insurance licenses are required (EG: RE5/FAIS) Thorough knowledge of commercial liabilities, speciality lines, and regulatory requirements. Strong negotiation and client management skills
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 reviews Coordination of legal actions that may require external legal assistance Technical / Professional
Personal Assistant required in Sandton, Johannesburg Administration Book keeping and record keeping Business
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 reviews Coordination of legal actions that may require external legal assistance Technical / Professional
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 Service Advisor skills and be able to manage their day effectively and proficiently. Requirements: Matric working in a franchise dealership as a Service Advisor Ability to work under pressure Outgoing and vibrant CSI Please note that only candidates with the required experience will be considered and contacted. If