an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance 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
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 and Risk Management Understanding of the NCA and legal process Understanding of CGIC Oversee full Credit
excess inventory Compliance: Ensure compliance with legal, ethical, and regulatory requirements Budget Management:
excess inventory Compliance: Ensure compliance with legal, ethical, and regulatory requirements Budget Management:
ng>Compliance: Ensure compliance with legal, ethical, and regulatory requirements
experience will be advantageous. Matric or equivalent. Legal and valid driver's license with no endorsements
experience will be advantageous. Matric or equivalent. Legal and valid driver's license with no endorsements
such as Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: Pitch 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
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