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
advantage) Need to be able to take supervision of 1 or 2 people Need to be able to control a process Need to situations Need to be able to communicate with internal colleagues and external clients Need to be able work on their own (self starter) Need to be able to work in Teams Need to understand that the work is very
offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
offices in Eversdal, Durbanville. What you'll need You need to have gained at least 2 years of experience the relevant administration and support. You will need to have completed your Matric and a qualification/diploma financial planning is highly advantageous. You also need to have gained experience working with Work/Workpool/XPlan Gray/Discovery or Ninety One is highly advantageous. You need to be fluent in English and Afrikaans to enable
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
Reference: MID015815-KD-MI-1 Full Cycle Accountant needed in Germiston R400 000 CTC annually Minimum requirements: requirements: Must have a Financial Qualification, no need to have Articles Pastel Evolution non negotiable
years' recent Commercial Underwriting experience is needed which should include quoting on new business risks commercial lines insurance and underwriting knowledge is needed Preference will be given to equity candidates.
years' recent Commercial Underwriting experience is needed which should include quoting on new business risks commercial lines insurance and underwriting knowledge is needed Preference will be given to equity candidates.
Reference: MID015815-KD-MI-1 Full Cycle Accountant needed in Germiston R400 000 CTC annually Minimum requirements: requirements: Must have a Financial Qualification, no need to have Articles Pastel Evolution non negotiable