companies. The role is about championing our valued customers to achieve their lifetime goals by identifying training for first 3 months Support with industry related qualifications Access to Medical Aid, Retirement as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities business Expand sales of products and services with existing customers Work mainly on own leads
with all wealth management planning and advice related activities on an initial and ongoing basis. Must
If you have had extensive Personal Lines (Domestic) Claims Exposure we would like to hear from you. Broker Exposure where you have dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration Administer complete claims process according to defined claims pro
Existing relationship with Master's Office Market Related salary
client service requirements. ● Proven experience in collections, debt recovery, or financial services, with suite and other training software/tools Market Related Salary
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying training for first 3 months Support with industry related qualifications Access to Medical Aid, Retirement as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities business Expand sales of products and services with existing customers Work mainly on own leads
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying training for first 3 months Support with industry related qualifications Access to Medical Aid, Retirement as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities business Expand sales of products and services with existing customers Work mainly on own leads
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who are not compliant
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation insurance, investments and retirement products) Customize financial plans according to clients changing Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy