Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Attooh. Personal Assistant & Sales Associate for a Financial Advisor a Premier financial advisory integrity, expertise, and personalized service to help clients achieve their financial goals. Job Description: individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor. In this role, you'll base. Administrative Support: anage the financial advisor's calendar and schedule appointments. Handle
Financial Advisor
Area: Randburg, Gauteng
Salary: well-known Financial Service provider and they are looking to recruit Financial Advisors to provide businesses individuals with sound advice regarding their financial planning and investments.
Dutie
individually with clients to determine their financial objectives, risk tolerance, income, expenses and
a variety of financial products and services
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest. Position Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
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
Duties:
Follow all the steps of financial planning in the sales process
Generate leads
(NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business
Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund
messages MS Teams
Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS purpose : to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
Personal Assistant to Financial Planner Paarl
Well-established Financial Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment
Excellent Duties:
Provide support services to Financial Planner
General administration / Maintain
responsible for the selling of short-term commercial and personal insurance products and services to the right clients short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads
IT Personals, Other, Durban City. Company Name: KPC3 International Pty Ltd. Vacancy available: Required