Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial Years experience in the financial planning industry, Proficiency in financial planning software and analysis
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to assess their risk profile and provide long term financial solutions aligned with client's objectives and to study a National Diploma in Financial Planning Flexibility of managing your own business Rewarding income
advance your career within one of the major financial services companies in South Africa. Liberty offers structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of career in the finance industry. Provide holistic financial planning advice to private and business clients opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: provide them with financial planning advice and solutions • Provide on-going financial planning advice
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5 procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
If you have had extensive Personal Lines (Domestic) Claims Exposure we would like to hear from you. Broker Exposure where you have dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration Administer complete claims process according to defined claims pro
skills Existing relationship with Master's Office Market Related salary
You will be working alongside the Collections Manager and other stakeholders to design, develop, and training materials, booking training venues, and managing training documentation. QUALIFICATIONS ● NQF Level collections ● Advanced understanding of financial management principles ● Advanced knowledge of Skills client service requirements. ● Proven experience in collections, debt recovery, or financial services, with Strong organizational skills with the ability to manage multiple priorities and deliver results in a fast-paced
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional Lead the way down the path to financial security Assisting people to manage their wealth holistically Provide
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional Lead the way down the path to financial security Assisting people to manage their wealth holistically Provide
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to assess their risk profile and provide long term financial solutions aligned with client's objectives and to study a National Diploma in Financial Planning Flexibility of managing your own business Rewarding income