Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential
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
Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential ie 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
Complete tax administration function
Preparation and submission of SARS Income tax returns
Calculate, prepare and submit provisional tax returns
Review and assess SARS tax assessments
Arrangement of payments via efiling and administration
Taxation of estates
Regis
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
services firm, is seeking a seasoned Senior Financial Advisor to join their team. The ideal candidate will bring Minimum 10 years of experience as a Financial Advisor. Certified Financial Planner (CFP) designation problem-solving skills. Ability to work independently and as part of a team. High level of integrity and commitment
Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential ie 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
stakeholders, including auditors, tax advisors, legal advisors, SARS and banks.
issues or queries
affairs.
auditors, banking partners, debt providers and tax advisors Develop and implement an optimised strategy for