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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
is seeking a Financial Assistant to join their team. Requirements: 5 Years of financial experience. Own beneficial Responsibilities: Working Knowledge of financial and accounting concepts. Must be computer literate
Durbanville - R12 000 to R15 000 Per Month 3 Year Contract Are you a motivated individual with a passion their accounting team, assisting with various financial tasks and gaining valuable experience in the field field. Assisting with the preparation of financial statements Assisting with general accounting tasks
and customer satisfaction metrics. Negotiate contracts and agreements with key clients, ensuring mutually and drafting proposals Strong excel skills and financial acumen Must have a valid driver's license and
and customer satisfaction metrics. Negotiate contracts and agreements with key clients, ensuring mutually and drafting proposals Strong excel skills and financial acumen Must have a valid driver's license and
addressing customer needs Contract Negotiation and Pricing: Negotiate customer contracts and pricing agreements
addressing customer needs Contract Negotiation and Pricing: Negotiate customer contracts and pricing agreements
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established