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.
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing exceptional attention to detail and the ability
“Almost every successful person begins with two beliefs: The future can be better than the present and, I have the power to make it so.” Start the New Year with a career change and become a part of Liberty Life, a leader in financial services. Our intense training and development will take your
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
Interpersonal skills An establishment of client network Tenacity Effective planning, organizing and time
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