a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and innovative, independent firm that provides customized financial planning services to retirement funds and their Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm.
a support role supporting Wealth Managers or Financial Planners but you're keen to make a change and innovative, independent firm that provides customized financial planning services to retirement funds and their Wealth Manager or Financial Planner doing the technical admin at an independent financial planning firm.
looking for dynamic sale staff to join a leading financial institution. Must have sales exp, Matric, tertiary
pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. for business development. • Annual Budgets and Financial Management •Prepare and motivate for budget to professional bodies – where applicable. •Certified Financial Planner qualification preferred, FAIS qualifications years job-related experience (retirement and financial planning) with a focus on employee benefit client
independently and timeously. You will be responsible and accountable for your work and deliver detailed, quality results
independently and timeously. You will be responsible and accountable for your work and deliver detailed, quality results
reliable transport Duties include: · Servicing of key accounts · Sourcing new business · Preparing price proposals
Property Acquisition Leasing and Tenant Management Financial Management Risk Management Responsible for reporting
Property Acquisition Leasing and Tenant Management Financial Management Risk Management Responsible for reporting