interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do prepared mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
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 benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
TOP EXECUTIVE POSITION RETAIL GROUP FINANCIAL ACCOUNTANT (FMCG) BEDFORDVIEW, JOHANNESBURG, GAUTENG PROVINCE responsibility of the financial accounting function. Reporting directly to the Group Financial Manager as well well as to the Group Financial Director Key Performance Areas and Responsibilities: - Accounting Responsible adjustment journals, to be approved by Group Financial Manager & Director Reconciling balance sheet asset verification Annual audit (As part of the financial team) Preparation of audit file Liaising with
Managing team of 10 plus people Purpose of role Financial Management and reporting, Budgets and weekly forecasts
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet and records Monitor insurance claims to ensure mutual satisfaction Achieve customer acquisition and revenue
required Market the products and services of company Advise clients on best practice and add value Data related Microsoft SQL or similar Assist with data analyses of financial data Assist clients on Business Requirements and with regards to best practices relating to their financial systems Certify and/or renew your product certifications Articles or 4 years working as an Accountant or Financial Manager Completed B.Comm Accounting degree or level 6 Accounting qualification i.e. N.Dip, Financial and/or cost-accounting record of at least 4 years
clients obtaining a B-BBEE Certificate. The role advises and supports clients with queries, overcoming obstacles Psychology/ Business/ Accounting/ Management/ Financial Management or related field Proficiency with Microsoft
to build rapport with our customers to advise them on financial services · Taking customers through the