an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who them to achieve their financial goals by providing them with holistic financial advice which encourages encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning our clients and providing them with the best financial advice. Responsibilities: Responsible for identifying
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting 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 to add to 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 advice
Matric
Receptionist
Administration, PA to Partners
Booking meetings
Data Capturing
Arrange internal events
Assist with invoicing
Excellent communication skills, bilingual English and Afrikaans
Good work ethics
Attention to detail
Focuse
Introduction Large firm Description Matric with good marks Receptionist Administration, PA to Partners Booking meetings Data Capturing Arrange internal events Assist with invoicing Excellent communication skills, bilingual English and Afrikaans Good work ethics Attention to detail Focused and creati
restructuring, products, mergers, downsizing or financially, impacts on employees in some way. Structured
Introduction Large firm Description Matric with good marks Receptionist Administration, PA to Partners Booking meetings Data Capturing Arrange internal events Assist with invoicing Excellent communication skills, bilingual English and Afrikaans Good work ethics Attention to detail Focused and creati
restructuring, products, mergers, downsizing or financially, impacts on employees in some way. Structured
processing StatsSA Loading of all payments for financial manager/Debtos control: Creditors, inter-company documents are up to date BBEEE Affidavits, certified, Directors IS's Banking Details etc. Ensuring all Company roll over Dialy bank balances sent to Directors Adhoc Financial Control – Assits Assist with strong finance recommendations & implementation Maintain & Prepare Financial Statements, & present monthly management performance service providers Ad Hoc duties as required by the Directors Education: Matric Exemption (Maths) Appropriate
such as Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: Pitch clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's
to 5 years experience. Experience supporting financial workflow, process or ERP software essential. Some to 5 years experience. Experience supporting financial workflow, process or ERP software essential. Some to 5 years experience. Experience supporting financial workflow, process or ERP software essential. Some