KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized investments but also savings, budget, insurance, and tax strategies. Advisors further check in with their clients wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for situation A discussion and understanding of your long term, financial goals The development of a plan including
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized investments but also savings, budget, insurance, and tax strategies. Advisors further check in with their clients wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for situation A discussion and understanding of your long term, financial goals The development of a plan including
is seeking a Virtual / Roaming Finance & Insurance Manager who will predominantly sit in Bryanston North (Centurion, Florida, East Rand) Finance and Insurance duties Arranging finance for customers who want Retail Insurance Qualification - NQF 4 NCA Card Updated DOFA date Class of Business - short term, long long term, commercial lines CPD to be up to date and all cycles completed as per your Date of First Registration
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining and costs with client/families/beneficiaries and Brokers. Ensure the quality of onboarding is in line with business durations. Ensure that beneficiaries and Brokers are communicated with and kept well informed during discussion with beneficiaries and Broker, terms letter sent and follow up if terms letter expires. Actively driving driving cash shortfalls and putting beneficiaries on terms where necessary. Following up on requirements outstanding
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining and costs with client/families/beneficiaries and Brokers. Ensure the quality of onboarding is in line with business durations. Ensure that beneficiaries and Brokers are communicated with and kept well informed during discussion with beneficiaries and Broker, terms letter sent and follow up if terms letter expires. Actively driving driving cash shortfalls and putting beneficiaries on terms where necessary. Following up on requirements outstanding
is seeking a Virtual / Roaming Finance & Insurance Manager who will predominantly sit in Bryanston North (Centurion, Florida, East Rand) Finance and Insurance duties Arranging finance for customers who want Retail Insurance Qualification - NQF 4 NCA Card Updated DOFA date Class of Business - short term, long long term, commercial lines CPD to be up to date and all cycles completed as per your Date of First Registration
(5) years' working experience within the Insurance industry.
Your:
Your Matric, NQF 5 in Short-Term insurance, Regulatory Exam Level 1, A minimum of three years relevant per company standards
opportunity exists for a Credit Controller Fixed Term Contract at Financial Shared Services Division in the full credit control function. Managing the Insurance requirements for Customers in the relevant portfolio debtors' accounts – on time (in line with Trading Terms) Journals for discounts and rebates Reconciliations working relationship Query resolution – Claims etc Insurance Management within mandate Order Release within SAP (Accounts Receivable) Dealing with Credit Insurance an advantage Credit Vetting experience an advantage