an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who them to achieve their financial goals by providing them with holistic financial advice which encourages encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning our clients and providing them with the best financial advice. Responsibilities: Responsible for identifying
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
communicating with clients to optimize clients' requirements. T here are many components to this role which include for completion within set timelines. Confident financial planning and attention to detail to prepare, forecast
communicating with clients to optimize clients' requirements. T here are many components to this role which include for completion within set timelines. Confident financial planning and attention to detail to prepare, forecast
negotiable on experience and ability. Contact Phindi a t phindileme-merge.co.za or call her at 011 463 3633
Identifying operational inefficiencies and implement solutions to improve operations. Strategic Planning : Develop satisfaction. Risk and Asset Management : Identify financial and operational risks and manage potential risks abilities. Proven ability to manage budgets and financial plans. Exceptional communication and interpersonal
supply chain efficiencies and driving significant financial outcomes. Your responsibilities will include optimizing will drive change and provide cost-effective solutions to continually improve processes as our business warehouse flow, such as layout adjustments, storage solutions, and workflow redesigns. Collaboration with Supply System Design and Integration: Develop innovative solutions and strategies to streamline cross-functional a proven track record of delivering impactful solutions in complex environments. Technical Skills: Proficiency
such as Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: Pitch clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's
to 5 years experience. Experience supporting financial workflow, process or ERP software essential. Some to 5 years experience. Experience supporting financial workflow, process or ERP software essential. Some to 5 years experience. Experience supporting financial workflow, process or ERP software essential. Some
define project scopes, and develop innovative solutions that enhance operational efficiency and achieve business decision-making and recommend data-driven solutions. 4. Develop and maintain detailed project plans to evaluate the potential impact of proposed solutions and initiatives. 6. Collaborate with technical implementation phase to ensure successful deployment of solutions. 10. Monitor and analyse key performance indicators progress, measure the effectiveness of implemented solutions, and identify opportunities for continuous improvement