clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
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. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
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. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
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 as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience
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 as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
seeking a talented Senior Finance Manager to lead our finance team and drive financial strategy within our division. As the Senior Finance Manager, you will play a strategic role in shaping the financial direction of of our retail operations. You will lead financial planning and analysis, budgeting, forecasting, and proven track record of strategic leadership. Lead financial planning and analysis for the retail division and variance analysis. Develop and implement financial strategies and initiatives to drive revenue growth
seeking a talented Senior Finance Manager to lead our finance team and drive financial strategy within our division. As the Senior Finance Manager, you will play a strategic role in shaping the financial direction of of our retail operations. You will lead financial planning and analysis, budgeting, forecasting, and proven track record of strategic leadership. Lead financial planning and analysis for the retail division and variance analysis. Develop and implement financial strategies and initiatives to drive revenue growth