is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of TCF – treating customers fairly. Comply with Group and Industry regulatory requirements. Please note
is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of TCF – treating customers fairly. Comply with Group and Industry regulatory requirements. Please note
is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of TCF – treating customers fairly. Comply with Group and Industry regulatory requirements. Please note
is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome of TCF – treating customers fairly. Comply with Group and Industry regulatory requirements. Please note
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance requirements and
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance requirements and
Reference: PE002481-VD-1 Our client, a well-established legal practice in Port Elizabeth, is currently looking
Reference: PE002481-VD-1 Our client, a well-established legal practice in Port Elizabeth, is currently looking
Always maintain all creditor documentation of the group companies (computer and manual filling system up
skills that feeds off the energy of other people and group work. Key Responsibilities: Live the company vision