and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management creating financial freedom for all South Africans by partnering with clients through their life journey journey, uncovering their financial objectives, and then creating plans to fulfill them. This opportunity offers within the financial services industry. Responsibilities: Contact clients to discuss their financial goals goals and offer them financial services. Design debt liquidation plans which consist of the time frame and
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
A financial services organisation seeks to employ Finacial Advisors that are serious about wealth creation that we offer the most up to date and effective financial solutions from investment management and retirement holistic approach to financial planning. PERSONAL SOLUTIONS RISK PLANNING Life cover Disability cover Keyperson assurance Pension funds, Provident funds Group life and disability Umbrella funds Corporate investment
As an independent Financial Brokerage, our client provides exceptional and unique services to professionals review their portfolio providing professional financial advice and offerings.
Long Term Investment, Short Term Insurance and Financial Services is urgently looking for someone who can closing of life insurance policies. Responsibilities: Specializes in closing deals for life insurance related financial products. Focuses on finalizing sales and ensuring clients commit to life insurance terms. Demonstrates deep knowledge of different life insurance options to communicate with clients appropriately underwriters. Support the overall goal of closing life insurance policies by ensuring all relevant medical
new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office responsible for administrative support for the Financial/Investment Advisors within the team, and includes CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective action and advisory record keeping as per applicable financial services legislation, ensuring that all investment diploma; unit trust/ local and offshore Investment/ life assurance/ will be an advantage. •Computer literacy
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 long-term financial goals and aspirations. Recommend suitable long-term insurance products such as life insurance
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
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 long-term financial goals and aspirations. Recommend suitable long-term insurance products such as life insurance
Tasks will include but are not limited to: Work closely with Owner, Designers and Project Managers to develop and maintain detailed resource loaded schedules of Design/Build construction projects Integrate multiple schedules into a master project schedule, base line, status, and perform measurement