Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
network with and cold call on a targeted list of potential customers, to market and sell a new product, that and reach, benefits and pricing) to present to potential customers as well as address any queries or requests may have Conduct in-depth research to identify potential customers and build database Develop varying scripts techniques to engage customers Contact database of potential leads via networking and cold calling Nurture (renewal) Send information and maintain contact with potential customers and ask for referrals Collate and communicate
network with and cold call on a targeted list of potential customers, to market and sell a new product, that and reach, benefits and pricing) to present to potential customers as well as address any queries or requests may have Conduct in-depth research to identify potential customers and build database Develop varying scripts techniques to engage customers Contact database of potential leads via networking and cold calling Nurture (renewal) Send information and maintain contact with potential customers and ask for referrals Collate and communicate
for guiding the clarification of the business requirements, through in-work collaboration with the business the features within an epic, the functionality required to implement it, and the benefits it delivers Analysis • Interviews end users to determine requirements for data, reports, analyses, metadata, training business processes and system requirements • Document detailed business requirement specifications • Understand analysis) • Works with architects to translate requirements into technical specifications • Understanding
fixed-tern contract with potential full-time emplyment Kindly note the position's requirements. Applications nor nor meeting these requirements will unfortunately be discarded without notification.Security control room
and training is provided with excellent earning potential. Meeting and exceeding set sales targets every
and training is provided with excellent earning potential. Meeting and exceeding set sales targets every
existing clients. Understand client needs and requirements, and provide tailored solutions to meet their teams to customize solutions that address client requirements and preferences. Market Research: Conduct market identify industry trends, competitor activities, and potential opportunities for growth. Utilize insights to
review A completed BCom is required A strong academic record is required Candidate needs to be fluent CA(SA) Studying towards BCom (Honours) degree in Financial accounting or CTA Salary is market related - 12K