specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning 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
Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment license. Primary Responsibilities: As a Short-Term Insurance Broker specializing in new business development R350.00. • Identifying client needs and offering insurance coverage tailored to their specific requirements requirements. • Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual discussions with clients to review and discuss insurance quotations. • Providing clients with accurate
Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment license. Primary Responsibilities: As a Short-Term Insurance Broker specializing in new business development R350.00. • Identifying client needs and offering insurance coverage tailored to their specific requirements requirements. • Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual discussions with clients to review and discuss insurance quotations. • Providing clients with accurate
in, such as Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: 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
As the Financial Manager, you will be required to work with efficiency and accuracy in order to contribute contribute to the company's goals. Financial Management Assist with the compilation of the Annual Audit Pack Analysis Manage credit control limits, terms, insured and uninsured values Monitor NT Accounts Monitor debtors and hand over accounts Oversee full Credit Insurance process including declaration Monitor collection
Managing Fleet capacity and fleet insurance- first line of contact with Insurance for end to end to end claims
Managing Fleet capacity and fleet insurance- first line of contact with Insurance for end to end to end claims
payments required Submission and Following up on all insurance Claims Assisting the finance team with other related
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