Key Responsibilities: Client Support: Schedule and coordinate appointments for the FinancialAdvisor with clients.... Office Support: Handle phone calls, emails, and other forms of communication for the FinancialAdvisor. Organize...
Ensure that marketing encompasses the fair treatment of clients Manage the adherence to the FinancialAdvisor... average premium performance of Financial Advisors/Brokers Manage the withdrawal performance Monitoring of collection...
JOB PURPOSE The FinancialAdvisor will be responsible for conducting financial needs analysis for both Life... Experience 2 or more years experience as a financialadvisor within financial services industry with dealing in upper mass...
Advisor working on an internationally innovative campaign with a salary of R8000. You'll be working on-site from our vibrant... and experience This Sales Advisor role at Concentrix is a great match if you: Must have 6 months sales call centre experience...
impact. We specialise in all aspects of personal financial planning, wealth protection, and creation. You will enjoy the... of Financial Advisers. Duties will include but will not be limited to: Client meetings, both initial and review, recording...
Role Description This is a full-time role as a Personal FinancialAdvisor in Cape Town. The Personal Financial... Advisor will be responsible for day-to-day tasks such as selling commercial insurance policies towards achieving a target...
and Managers to deliver comprehensive financial planning solutions. Responsibilities: Build a professional practice under the... Liberty brand Provide financial planning support to clients Build strong long-lasting client relationships Prepare...
impact. We specialise in all aspects of personal financial planning, wealth protection, and creation. You will enjoy the... of Financial Advisers. Duties will include but will not be limited to: Client meetings, both initial and review, recording...
reflects this. Aspires to be a FinancialAdvisor We are looking for self-motivated and dynamic individuals who... is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial...
. Provide leadership and oversight on financial planning, analysis, and reporting. Act as a strategic advisor to the Regional MD...Job Summary Job Summary: We are looking for a Finance Director to manage, plan, and coordinate financial operations...
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