Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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 Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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 Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
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.
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities Requirements: Minimum 10 years experience as financial advisor CFP English first language Must be very presentable
mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to
mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to
mitigate risk for the company by ensuring that advisors are providing suitable advice to clients, according all advisors are Fit and Proper, and relevant documentation is completed in order for the advisors to
process.
pdate / Recordkeeping of Safety files during projects (Health & Safety) – training to be supplied
Assist