Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales million Scan client base and target market for financial planning opportunities Generate leads by identifying interest and secure financial planning meetings with prospects/clients Deliver quality financial planning and agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA Consolidate recommendations and action steps into a financial plan Source quotations for product related recommendations
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
seeking a Financial Manager to join our client's team in the Radio and Media industry. As a Financial Manager daily financial activities, providing advice and guidance to upper management on future financial plans company's financial health is maintained and improved. Responsibilities Prepare and analyze financial statements optimize the company's financial performance and reduce costs. Provide financial advice and guidance to to upper management. Monitor cash flow and financial transactions to ensure proper allocation of funds
Financial Accountant A progressive financial services company is looking for a Financial Accountant to respond to financial inquiries by collecting analyzing summarizing and interpreting the financial data. Job years’ post articles experience ● Insurance or Financial Services background would be beneficial Duties Responsibilities ● Compile tax filing requirements ● Provide financial advice by studying operational issues ● Provide Update job knowledge by keeping current with financial regulations and accepted practices ● Responsible
We are looking for an accomplished Financial Director to work closely with the Managing Director, the Executive team, businesses within the Group and the Financial Services division. This role focuses on leading; providing strategic direction and guiding all financial functions of the group. Requirements: ● CA (SA) Planning, organising and control of the company’s financial strategy & policies, implementing accounting maintaining internal controls and accounting systems ● Financial reforms & innovative funding mechanisms ●