KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market their clients. Advisors use their knowledge and expertise to construct personalized financial plans that that aim to achieve the financial goals of clients. These plans include not only investments but also savings savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular from the services of a financial advisor. Facilitate comprehensive financial planning for individual
Bachelor's degree Experience: minimum of 3 years sales experience Duties and responsibilities Creating explaining the entrance criteria Competencies required: Interpersonal and communications skills Best
Job Description National Student Advisor (Undergraduate) Direct Reporting Line: Head: Student Recruitment Recruitment Join our dynamic team as a National Student Advisor We have an exciting opportunity for a motivated of prospective students. As a National Student Advisor, you will play a crucial role in student recruitment The ability to deliver a great presentation to potential students is crucial. • Distribute marketing materials systems and reports as required by the Head: Student Recruitment. Competencies Required: • Strong interpersonal
Job Description National Student Advisor (Undergraduate) Direct Reporting Line: Head: Student Recruitment Recruitment Join our dynamic team as a National Student Advisor We have an exciting opportunity for a motivated of prospective students. As a National Student Advisor, you will play a crucial role in student recruitment The ability to deliver a great presentation to potential students is crucial. • Distribute marketing materials systems and reports as required by the Head: Student Recruitment. Competencies Required: • Strong interpersonal
Bachelor's degree Experience: minimum of 3 years sales experience Duties and responsibilities Creating explaining the entrance criteria Competencies required: Interpersonal and communications skills Best
clients, external legal counsel, and external legal advisors representing client interests. Manage internal lender/financing representatives and operations on financial close processes. Regular reporting to the Head experience, post articles. Experience as a legal advisor in a corporate legal department or attorney in reviews Coordination of legal actions that may require external legal assistance Technical / Professional
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
Personal Assistant required in Sandton, Johannesburg Administration Book keeping and record keeping Business
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market their clients. Advisors use their knowledge and expertise to construct personalized financial plans that that aim to achieve the financial goals of clients. These plans include not only investments but also savings savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular from the services of a financial advisor. Facilitate comprehensive financial planning for individual
clients, external legal counsel, and external legal advisors representing client interests. Manage internal lender/financing representatives and operations on financial close processes. Regular reporting to the Head experience, post articles. Experience as a legal advisor in a corporate legal department or attorney in reviews Coordination of legal actions that may require external legal assistance Technical / Professional