advice Create and protect the financial security and wealth of others Assist clients in achieving their financial
Financial Adviser, Umhlanga, North Suburbs. Company Name: Liberty. Join the Liberty brand and prestigious financial services providers is looking for Financial Advisers to join our hungry, professional, and dynamic financial security. Assisting people to manage their wealth holistically. Providing solutions for clients.
advice Create and protect the financial security and wealth of others Assist clients in achieving their financial
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 Focus sales split 70% Risk and 30% Investment & Wealth Ability to work independently Own reliable vehicle license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ being verified. Profile Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 Focus sales split 70% Risk and 30% Investment & Wealth Ability to work independently Own reliable vehicle license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ being verified. Profile Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a
requested by the relevant Managers; To consult, advise and proactively engage on all corporate and commercial services regulation, corporate and gaming law matters; Advise the operational and executive management monthly standard Retail Leases annually; Advise and assist for Lease Renewals; Advise executive and operations management Based on the instruction from Marketing Management, advise the Attorneys to renew or not renew Trademarks from the Company’s Intellectual Properties office; Advise Marketing Management once Trademarks are registered;
benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
benefits provided Annual bonus paid to qualifying advisers of up to R75k Upmarket office space and facilities from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary of trail flows to the adviser's estate/chosen beneficiary in the event the adviser passes away or become
the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services
the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services