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
We looking for Financial Advisors for personal lines for short term insurances for a giant insurance in order to provide specialist, professional financial advice in all relevant business areas Meet the
entrepreneurial skills to mould financial freedom for you and your clients, The Financial Planning industry is just accreditation and licencing by the Financial Sector Conduct Authority. A Liberty Financial Adviser offers more than
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience An RE
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must
Unleash Your Potential as a Financial Advisor Are you a powerhouse of ambition with a flair for driving we're not just shaping careers; we're igniting financial revolutions We're on the lookout for vibrant go-getters entrepreneurship to join our elite squad of Financial Advisors. With Liberty, you'll embark on a thrilling among potential clients. Financial Advisory Mastery: Dive deep into the financial realm, conducting meticulous portfolios, steering them towards the shores of financial prosperity. Boundless Entrepreneurial Spirit:
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 and
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
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5