Phakisa Holdings are looking for a Service Point Advisor Gugulethu & Kuilsriver. Matric Good communication
Team as an Experienced Financial Advisor A leading and dynamic Financial Services Franchise of Liberty experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record of success in financial advisory services, and thrive collaborative and client-centric environment, we want to hear from you Analyze and assess clients' financial situations to develop personalized financial strategies. Provide comprehensive financial planning and investment
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng infrastructure for financial advisors
Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be providing financial advice on both life risk and investments products to Private Bank clients in accordance FAIS legislation and according to professional financial advice guidelines.
Responsibili analysis of the client’s financial affairs (including a Risk inventory), developing a financial plan (Six Step
Financial Advisor - Gauteng A financial planning group is looking for a results-driven Financial Advisor Advisor to be responsible for providing financial advice to clients on retirement planning, investing for protection. The Insurance Advisor will generate leads, meet with clients, complete a financial needs analysis, and present them with customised financial proposals. Thereafter, they will market insurance options their needs. To be successful as an Advisor, the Financial Advisor should stay up to date with the latest
IWCP is seeking to fill the Financial Advisor position with the ideal candidate who possesses the desired are innate, with a strong desire to provide the client with what they need. You possess a well-developed achiever. You will source and be looking after your clients in terms of creating wealth and protecting their relationship building and satisfying their individual financial planning needs. Matric, driver's and a car essential
business, the Client Services Manager will play a pivotal role in ensuring that all client service activities enhance client satisfaction, increase active client engagement and maintain positive client relations managing client service teams and developing strategies to improve service delivery and client satisfaction within the real estate agency sector. The Client Services Manager position calls for a confident and exceptional customer service. Key qualifications and experience required for the Client Services Manager: Bachelors
business, the Client Services Manager will play a pivotal role in ensuring that all client service activities enhance client satisfaction, increase active client engagement and maintain positive client relations managing client service teams and developing strategies to improve service delivery and client satisfaction within the real estate agency sector. The Client Services Manager position calls for a confident and exceptional customer service. Key qualifications and experience required for the Client Services Manager: Bachelors
Our client in the financial services industry is seeking Client Service Administrators to join their dealing with queries and complaints, updating client information, translating written correspondence and criminal clear (essential) 2 years customer service experience within a contact centre is a must Able