financial products and services offered by our company. Experience in preparing and presenting client Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
financial products and services offered by our company. Experience in preparing and presenting client Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
employ an experienced Bookkeeper to their team. Candidates applying for this position must be bilingual; career opportunity awaits you. Requirements: The Candidate requires a Bachelor's Degree in Accounting, Finance general financial administration functions of a company/business. Additional requirements: Experience working Recon of inter branch/company loan accounts (and other inter branch/company accounts e.g., debtors and needs. The candidate will need to be working together with various team members within the company. Please
employ an experienced Bookkeeper to their team. Candidates applying for this position must be bilingual; career opportunity awaits you. Requirements: The Candidate requires a Bachelor's Degree in Accounting, Finance general financial administration functions of a company/business. Additional requirements: Experience working Recon of inter branch/company loan accounts (and other inter branch/company accounts e.g., debtors and needs. The candidate will need to be working together with various team members within the company. Please
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of Acquire short term insurance leads from the company's financial planning partners. On receipt of the client relationships. Support and contribute to company initiatives to communicate to, educate and engage
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of Acquire short term insurance leads from the company's financial planning partners. On receipt of the client relationships. Support and contribute to company initiatives to communicate to, educate and engage
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of Acquire short term insurance leads from the company's financial planning partners. On receipt of the client relationships. Support and contribute to company initiatives to communicate to, educate and engage
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of Acquire short term insurance leads from the company's financial planning partners. On receipt of the client relationships. Support and contribute to company initiatives to communicate to, educate and engage
projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects
projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects