Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors 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
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors 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
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
be challenged to manage all aspects of the sales life cycle, while continuing to uphold Maxtec's reputation
internal business reporting and controlling. Financial control over inventory and assets and monthly
CA(SA) Studying towards BCom (Honours) degree in Financial accounting or CTA Salary is market related - 12K
Experience in all phases of the system development life cycle Experience in project reporting The Reference