and implement repayment schedules and terms
Assist the company to take legal action against delinquent
Excel summary of the
amounts overdue
Assist Division Head with ad-hoc tasks
REQUIREMENTS:
Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's 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
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's 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
Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
Globex Financial Services we pride ourselves in our PERSONALISED approach to holistic Financial Planning Our aim is to continually develop professional Financial Planners who offer clients PEACE OF MIND, knowing knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in changing world. WHAT DOES A FINANCIAL ADVISOR DO? Creates and protects the financial security and wealth of of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy enjoy harnessing your administrative acumen to extend your consistent support, then you are what we are will support a small team of Financial Planners with daily administration which will include interacting platforms and clients. You will also aid the Financial Planners with processing new business and existing
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's with clients • Management and development of an Assistant • Keep abreast of changes by attending training Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
Investment Company, is looking for an Assistant Tax Administrator to join their team in Cape Town . Should supervision Works well under pressure Strong administration skills and good understanding of organizational Representative registration administration Trust Tax Registration administration SARS efiling profile requests tax/Turnover tax Employee registration Complete tax administration function