Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales generated Maintain a record of pipeline sales Attend and present updates at internal sales meetings Achieve sales target set New & Existing Clients: Annual new business Assets Under Management
Independent Financial Planner vacancy available in Durban Sales Management: Maintain a record of sales generated Maintain a record of pipeline sales Attend and present updates at internal sales meetings Achieve sales target set New & Existing Clients: Annual new business Assets Under Management
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve