Reference: NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Capture new orders daily on Pastel in accordance with the planning dates received from the Sales Representative. Process daily stock deliveries made to the relevant Warehouse facilities on the system. Verify that stock prices correspond across all system and price lists. Quotations to be done for al
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals? If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will
Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently XPLAN Use
Finance with focus Do scenario analytics and insights get you warm and fuzzy? Bring your financial planning and analytical skills to this unique role which focuses on facilitating strong financial performance through planning, monitoring and review. Although based in the finance department, the posi
Reference: NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic an