experienced Financial Planner / Para Planner in the Helderberg area for a boutique Financial Services Firm Minimum Requirements: Grade 12 CFP (Certified Financial Planner) Category I Category II FSB product registrations existing business Evaluating of financial information Provide on demand financial advice to customers Correspond
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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Generate leads through prospecting, networking
Responsibilities:
has an opportunity for an experienced Service Advisor to join their highly dynamic team. Basic salary have at least one year experience as a Service Advisor. Duties will include: Greet customers and assess Requirements: Previous experience as a Service Advisor in the automotive industry. Strong knowledge of
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. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Generate leads through prospecting, networking
services a proactive and detail-oriented Personal Assistant to support the Chief Executive Officer and business contact for internal and external stakeholders Assist with preparation of materials for meetings Support
• Dealing with routine queries, liaising by telephone and email with customers (or their representatives) 9000 per month benefits The post Administration Assistant appeared first on freerecruit.co.za .
using Apple Mac systems and comfortable on the telephone. The perfect person would be able to confidently desirable R 8000 per month The post Personal Assistant appeared first on freerecruit.co.za .
need of an experienced accounts payable admin assistant. Candidate must be able to do general admin support some PA/Admin functions. The post Administration Assistant appeared first on freerecruit.co.za .
candidate will be responsible for ensuring the financial health and accuracy of the company.
Responsibilities