BCom Financial Mathematics, Statistics; Chemical Engineering Very Strong in Mathematics Durban-based
our organisation and receive leading industry training, a mentorship program, and an ongoing support Excellent networking and communication skills Service-oriented and customer centric Analytical thinker combination of structured classroom training, one-on-ones, on-the-job training, self-study, and mentoring, focused qualities that a Wealth Planner needs You will be trained by proficient professionals committed to helping
renew risks within the agreed guidelines of the service level agreement and within delegated mandates. relationship development on all liability products and services to brokers that the company already has a relationship administrative functions of underwriting are adhered to. Train and mentor the team and brokers on all product lines
renew risks within the agreed guidelines of the service level agreement and within delegated mandates. relationship development on all liability products and services to brokers that the company already has a relationship administrative functions of underwriting are adhered to. Train and mentor the team and brokers on all product lines
preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation within the company. 4-5 years in the financial services industry. Relevant tertiary education or courses
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