and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
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
helping individuals and families secure their financial future? Do you have a knack for understanding insurance solutions specializing in long-term financial planning. We pride ourselves on delivering personalized needs assessments to understand their long-term financial goals and aspirations. Recommend suitable long-term
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their their current financial situation, setting financial objectives, and developing strategies to achieve monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding understanding their financial goals, analysing their current financial situation, and create personalised
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 ●
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A Consultant will be in touch if you are shortlisted for the
processes, ensuring compliance and accuracy.