Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
with projects team to assess the technical and financial feasibility of solar projects for agricultural clients. Develop proposals that demonstrate the financial and environmental benefits of solar solutions
We are currently searching for a Brand Manager to join a dynamic team in Midrand. The Brand Manager will develop an understanding of the brand and practice marketing while managing others. Someone that is detail-oriented and can multitask with the below requirements will fit this position. Understan
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or ability to meet deadlines and keep work up to date Salary Commission Attendance Bonus
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business license RE5 DOFA / Class of Business Fais accredited Salary Commission
As a Financial Services Network Consultant, your primary duties will involve researching and making professional professional appointments within the financial services industry. You will be responsible for building opportunities within the financial services sector. Make professional appointments with financial planners, brokers progress, and performance metrics to management. Salary range: R10,000 to R30,000 basic plus commission
Our client, a well-established company within the FMCG sector, is looking for a Loss Prevention Officer to join their team. JOB DESCRIPTION: Reporting to the Operations Executive, and based in Midrand, the Loss Prevention Officer will have a full understanding of the operational environment in which
Key Duties:
a Newly Qualified CA(SA) with exposure to the Financial Services or Insurance industries looking to gain regulations Strategic planning Financial forecasting Budgeting Financial performance analysis and reporting