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 includes investment advice, retirement planning, tax planning, monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their
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 includes investment advice, retirement planning, tax planning, monitoring and reviewing. • Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their
Job Requirements:
Allocation of Stock
Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund Client Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Daily Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who
Phakisa Holdings is currently seeking a Industrial Planner for Durban. Manage the adequacy between demand (through MPS demand.) Collaborate with Materials planners in ensuring accurate master data maintenance.
the manufacturing sector is looking for a Demand Planner to join their Durban team. Incumbent will report report into the Supply Chain Manager. The Demand Planner will be responsible for all forecasting activities associated with customers and products. The Demand Planner will create and maintain forecast models, incorporating forecasting methods with an understanding of their financial and operational impacts. Solid system experience