Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's 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
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's 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
Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development. As an accredited financial advisor with Old Mutual, you will represent the ideals
Knowledge: Understanding and application of financial management principles Retail/FMCG background and
To ensure that the scheme or organisation is protected from over-utilisation or inappropriate claiming by service providers that leads to abuse of member and scheme funds Accountabilities Continuous improvement: Provide clinical inputs on ex-gratia funding requests -Open, review and resolve all clin
To ensure that the scheme or organisation is protected from over-utilisation or inappropriate claiming by service providers that leads to abuse of member and scheme funds Accountabilities Continuous improvement: Provide clinical inputs on ex-gratia funding requests -Open, review and resolve all clin
Knowledge: Understanding and application of financial management principles Retail/FMCG background and
motor dealership is seeking to employ a Service Advisor to join their team based in Stellenbosch, Western Western Cape. Minimum 2 years' Service Advisor experience in a Dealership Computer literate (Office Suite) Qualification would be advantageous Certificated Service Advisor Training completed would be advantageous Market