up on outstanding applications. Relationship Management: Build and maintain strong relationships with record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications:
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
up on outstanding applications. Relationship Management: Build and maintain strong relationships with record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications:
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
talented individual to join their team as a Service Advisor at our reputable dealership in working in a franchise dealership as a Service Advisor
Schedule service and repair appointments by also managing the online appointment system. Book Customers Work with supervisors, mechanics and the rest of team to provide a positive and beneficial resolution
(Essential)
Tertiary Certificate
Financial Qualification and Or RE5
Drivers Licence h long-term relationships with clients
Financial planning for clients
Focus on identifying identifying clients need and then ofer suitabe financial solutions
Provide excellent service orientation