an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share 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
Minimum Requirements: Matric. Call Centre or Telesales work experience minimum of 1 to 3 years. Requirements: insurance, Financial, and other areas of our business. Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases with the financial advisors and their teams. Book appointments in accordance with the financial advisor's
compliance with industry standards and regulatory requirements, maintaining the highest level of service quality Asset Management : Identify financial and operational risks and manage potential risks and implement strategies abilities. Proven ability to manage budgets and financial plans. Exceptional communication and interpersonal
needs analysis and tailor solutions to customer requirements proactive and goal orientated mindset Present existing and potential clients - conduct cost benefit and needs analysis to meet customer requirements - estbalish targets - coordinate sales efforts, analyse market potential and provide status reports - resolve customer
needs analysis and tailor solutions to customer requirements proactive and goal orientated mindset Present existing and potential clients - conduct cost benefit and needs analysis to meet customer requirements - estbalish targets - coordinate sales efforts, analyse market potential and provide status reports - resolve customer
governing procurement Requirements: Sourcing Suppliers: Identify and evaluate potential suppliers, vendors compliance with legal, ethical, and regulatory requirements Budget Management: Work within budgetary constraints
governing procurement Requirements: Sourcing Suppliers: Identify and evaluate potential suppliers, vendors compliance with legal, ethical, and regulatory requirements Budget Management: Work within budgetary constraints
regulations governing procurementRequirements:
Description: Accountant will run and analyze every day financial activities and subsequently provide advice and and guidance to upper management on future financial plans. The goal is to enable the company's leaders and Responsibilities Provide financial reports and interpret financial information to managerial staff reconcile the bank and statements. Maintain the financial health of the organization. Analyze costs, pricing resolve accounting problems Ensure all taxation requirements are tracked and submitted timeously manage and