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 on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily Finding , checking them as well as uploading quotations prior to Financial Advisor/s meeting with the
Diepsloot Fourways Responsibilities: Provide post sales advise to consumers. Assist customers with product information Someone who is driven, passionate, ambitious, well-groomed, and well-spoken. R28 per Hour
Diepsloot Fourways Responsibilities: Provide post sales advise to consumers. Assist customers with product information Someone who is driven, passionate, ambitious, well-groomed, and well-spoken. R28 per Hour
client fails to meet certain criteria. Recommend and advise price responses to competitor's market initiatives and Director of Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working
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 on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily Finding , checking them as well as uploading quotations prior to Financial Advisor/s meeting with the
client fails to meet certain criteria. Recommend and advise price responses to competitor's market initiatives
providing superior financial services to individual and corporate clients as well as international banking banking services by liaising directly with financial centres and institutions worldwide is looking for
Board as well as forming part of local Board of Directors. Collaborate directly with the Financial Director
to work independently as well as in a team. Be eager to learn and work well in a pressurized environment
to work independently as well as in a team. Be eager to learn and work well in a pressurized environment