with clients to determine their financial goals, needs, and risk tolerance. • Provide strategic advice financial needs and offer suitable products. • Sell products that align with clients' needs and financial financial requirements.• Matric / equivalent. • Meet FAIS requirements based on DOFA date (if applicable)
contractors allows us to not only create products that address the needs of the end user but also simplify receptionist takes lunch. Answering overflow phone calls Matric and a Higher Education or Training Qualification efficient manner. Ownership: Successful placements will need to be able to take ownership of all their work and and the quality of work produced. You will need to take full responsibility for all work produced. This to. Deadline-Driven: Successful placements will need to be extremely deadline driven. Time-management
pursue their SAICA Articles . The candidates don't only have to be starting out with their articles as first Durbanville. Salary : Market Related Requirements : Matric completed SAICA Accredited degree completed or Driver's license When applying, please include your matric certificate and academic transcripts. Please take
information at all times The individual may also need to support team members with additional administrative Grade 12/Matric 2-3 years of experience in a similar role Own transport is essential Please note only candidates
information at all times The individual may also need to support team members with additional administrative Grade 12/Matric 2-3 years of experience in a similar role Own transport is essential Please note only candidates
Management: Manage and support the debtor's clerk where needed Operate cross functionally and provide strategic online system Respond to queries Ad Hoc duties when needed Perform debt collection: Highlight debt to be collected management The successful candidate must have: Matric with an tertiary qualification will be advantageous Must have a valid driver's license Please note that only short listed candidates will be contacted. If you
proactive and seamless client service. Requirements: Matric Previous Wealth / Investment industry experience applications can be emailed to [Email Disabled] Note: Only shortlisted candidates will be contacted
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people have realised their own dreams and aspirations not only for themselves but also for all the people they
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people have realised their own dreams and aspirations not only for themselves but also for all the people they
The ideal candidate needs to have minimum 2 years CRM experience and must have matric/grade 12. Primary department where required Qualifications and Experience: Matric / Grade 12 Tertiary qualification will be beneficial pressure. Market related - depending on experience Only candidates who meet all the requirements stipulated