Telephonic Assistant For Financial Advisors Jobs in South Africa
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Financial Advisor Assistant Pretoria
Hire Resolve
Pretoria
detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing providing superior financial planning and investment advice to clients. The ideal candidate will have strong clients achieve their financial goals. Key Responsibilities: - Assist Financial Advisors in preparing client presentations - Conduct research and analysis on financial products, markets, and investment opportunities in a timely manner - Support Financial Advisors in developing financial plans and investment strategies
share this job on whatsappAssistant Financial Advisor Greenpoint
Fhh Consultants Ltd.Green Point
based in Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a hardworking and motivated Assistant for their Financial Planner / Advisor Provide holistic administrative administrative support to financial advisor. Manage advisor's diary (Client birthdays, meetings etc.) General
Assistant Financial Advisor Pretoria, Groenkloof
Sustainable Wealth ManagementGroenkloof
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
Assistant Financial Advisor Market Related
Sustainable Wealth ManagementGroenkloof
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
Assistant To Financial Advisor/ Broker Assistant Negotiable
Fhh Consultants Ltd.Fourways
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking hardworking and motivated Assistant for their Financial Planner / Advisor Capturing and taking minutes minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
Financial Advisor
Sanlam ConnectFree State
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base records • Driver's license and own vehicle • Assistance to help you grow your practise • Back-office continuous training & bursaries for studies in financial planning • Various rewards and recognition for
Financial Advisor
Sanlam ConnectGauteng
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base records • Driver's license and own vehicle • Assistance to help you grow your practise • Back-office continuous training & bursaries for studies in financial planning • Various rewards and recognition for
Financial Advisor
Carlysle Talent Search - CenturionSouth Africa
Experienced Financial Planners in Bedfordview, Gauteng Are you a dynamic and experienced financial planner planner looking to join a leading Independent Financial Brokerage? We have an amazing opportunity for you with About Us: Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services portfolios, provide professional financial advice, and offer tailored financial products and services. Client already extensive client book. Financial Planning : Develop comprehensive financial plans, advise on investment
Financial Advisor
Bedfordview
R180 000.00 to R240 000.00 per annum experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic 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 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
Financial Advisor
South Africa
Lucrative Commission Structure lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions. It entails generating leads through d valign="top" width="657">
- A FINANCIAL NEEDS ANALYSIS tool Agency Franchise ENVIRONMENT, with Franchise Principles creating unique advisor propositions.
- Unique advisor value propositions as defined by the franchise
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