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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 whatsappShort Term Insurance Advisor (broker)
AgritalentSouth Africa
agribusiness, seeks a Short Term Insurance Advisor (Broker) is to provide advice to clients, on short products, assess and manage risks. The broker will be required to maintain and manage the current insurance towards meeting their financial goals. Stay up-to-date with changing financial regulations and investment documentation accurately and confidentially. Requirements Relevant National Certificate/ Advanced Diploma/ to your advantage. 5 Year's proven experience as Broker.
Broker
Pretoria
18000 Monthly
Minimum Requirements
- Bachelors degree in finance, Economics, Business, or related field
field OR 3+ years experience in brokerage or financial advisory roles with at least an NQF 5 qualification
Broker
Handpicked RecruitmentSouth Africa
discussed in interview) Do you have a passion for the financial markets and a talent for building lasting client their team as Brokers. This is an exciting opportunity to leverage your expertise in financial markets while excellence, this firm has been a pillar in the financial industry for over 25 years. They pride themselves their journey towards continued success. Minimum Requirements Bachelor's degree in finance, Economics, Business field OR 3 years' experience in brokerage or financial advisory roles with at least an NQF 5 qualification
Financial Advisor
Sanlam ConnectFree State
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base continuous training & bursaries for studies in financial planning • Various rewards and recognition for
Financial Advisor
Sanlam ConnectGauteng
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base continuous training & bursaries for studies in financial planning • Various rewards and recognition for
Financial Advisor
Carlysle Talent Search - CenturionSouth Africa
Experienced Financial Planners in Bedfordview, Gauteng Are you a dynamic and experienced financial planner planner looking to join a leading Independent Financial Brokerage? We have an amazing opportunity for you with About Us: Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services portfolios, provide professional financial advice, and offer tailored financial products and services. Client already extensive client book. Financial Planning : Develop comprehensive financial plans, advise on investment
Financial 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
South Africa
Lucrative Commission Structure lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions. It entails generating leads through d valign="top" width="657">
- A FINANCIAL NEEDS ANALYSIS tool Agency Franchise ENVIRONMENT, with Franchise Principles creating unique advisor propositions.
- Unique advisor value propositions as defined by the franchise
Financial Advisor
Johannesburg
sales
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