Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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 the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory
Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice 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 the culture and principles of TCF – treating customers fairly. Comply with Group and Industry regulatory
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk
and load new customers, Debt collection, emailing of invoices, issue credit notes, customer queries). Petty Monthly: Debtor's statements to be emailed to customers. Check all Creditors reconciliations. Month-end
and load new customers, Debt collection, emailing of invoices, issue credit notes, customer queries). Petty Monthly: Debtor's statements to be emailed to customers. Check all Creditors reconciliations. Month-end
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal
expenditure. 4. Customer Service: Maintains effective working relationships with customers (both internal
communications skills. High energy individual who is customer centric and relationship orientated. Methodical Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related
communications skills. High energy individual who is customer centric and relationship orientated. Methodical Adhere to the culture and principles of Treating Customer Fairly. Operations Collation of all clients related