interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
interest in and passion for setting personal financial goals and using these as a vehicle to achieve create personal financial wealth and freedom for yourself and others through sound financial planning? Do mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity for the one who history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of way towards becoming a seasoned and qualified financial professional. An exciting and challenging career
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
Role: Intermediary Financial Consultant - 12 Month Contract
Location: Hermanus, Western Cape
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a division to providing the best service to those in need with our taylor-made financial solutions. The work we reach. As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
division of IDM has an opportunity for a Client Service Consultant. Who is IDM? Serving clients from a division to providing the best service to those in need with our taylor-made financial solutions. The work we reach. As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate dealing with: Debt counselling Additional financial services/products The National Credit Act Short/non-payment year of Client Service/Call Centre Experience Diploma/Degree in the Financial Services Industry advantageous
both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
support and advise all sections of the business on financial matters. The role will also include: team management and trusts Remain abreast of changes in tax and financial reporting legislation and statutory requirements requirements Prepare and review statutory financial accounts and statements to the highest standard, in line with annual statutory business accounts Prepare ad hoc financial reports and statements as requested by Directors and train a team of Finance Officers who cover financial administration from petty cash and bookkeeping
client based in Paarl, a leading independent financial services company is recruiting for a Insurance administrator a Personal Assistant, preferably, to the Financial Services industry
OR a B-Degree with at least Assistant, preferably, but not limited to the Financial Services industry
Must be computer literate necessary
Attending to client consultations for new business and service-related needs
Maintaining existing business
Developing and presenting financial planning recommendations and/or alternatives to