Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
pioneer in the online insurance industry based in Sandton, is seeking an Enterprise broker to join their team shortlisted candidates will be required to record a short introduction video to finalise their application sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client as a Commercial Broker in South Africa, with a proven track record in the insurance industry. Relevant African insurance licenses are required (EG: RE5/FAIS) Thorough knowledge of commercial insurance products
Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
pioneer in the online insurance industry based in Sandton, is seeking an Enterprise broker to join their team shortlisted candidates will be required to record a short introduction video to finalise their application sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client as a Commercial Broker in South Africa, with a proven track record in the insurance industry. Relevant African insurance licenses are required (EG: RE5/FAIS) Thorough knowledge of commercial insurance products
Headquartered in Palo Alto (California), C Ahead Technologies is an innovative brainchild of its founders created to provide IT Services, Digital Technologies, Strategic Workforce, and Outsourcing in an effective manner to its clients. C Ahead is globally recognized for its core value in great relat
adaptive Insurance Specialist is required for our Head Office - Legal department. Insurance Cover management management. Management of Insurance Brokers. Annual Insurance renewals. Claims Management. Cell Captive Projects and Ad hoc. Experience Minimum of 5 years' insurance experience in a similar role in the logistics logistics industry Knowledge and understand insurance products, specifically relating to the logistics industry to impart knowledge to the business on complex insurance issues Deciding and initiating action Delivering
adaptive Insurance Specialist is required for our Head Office - Legal department. Insurance Cover management management. Management of Insurance Brokers. Annual Insurance renewals. Claims Management. Cell Captive Projects and Ad hoc. Experience Minimum of 5 years' insurance experience in a similar role in the logistics logistics industry Knowledge and understand insurance products, specifically relating to the logistics industry to impart knowledge to the business on complex insurance issues Deciding and initiating action Delivering
the telecommunications sector is seeking for an Insurance Product Manager on a contract duration of 12 months wealth of insurance experience to enhance the creation and development cutting-edge insurance products bridging the gap between telco capabilities and the insurance opportunities that exist, ensuring that the 7 their unique markets. Responsibilities: Champion Insurance Management Product Strategy & Execution Spearhead Partnerships to Drive Innovation Build "trusted advisor" relationship with business leaders across companies
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
clients, external legal counsel, and external legal advisors representing client interests. Manage internal experience, post articles. Experience as a legal advisor in a corporate legal department or attorney in