... client is seeking a driven Junior Financial Advisor to join its team. This ... Financial Planner (CFP®) or someone actively working toward CFP® certification. The advisor ... , legislation, and financial products Conduct research, prepare financial plans and reports ...
20 days ago
... Description: JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping ... an exciting opportunity for aspiring financial advisors. DUTIES AND RESPONSIBILITIES: Source ... have any previous experience as a Financial Advisor Entrepreneurial mindset
8 days ago
... well know company in the insurance industry requires a PREMIUM ADMINISTRATOR. ... Premium Administrator/Accounts assistant in insurance brokerage/ administrator Strong Excel ... insurance and premium flows in a mandated binder brokerage Understanding of the financial ...
22 hours ago
... Process payments and ensure all financial documentation is completed accurately. Handle ...
20 days ago
... , cash flow management, and financial controls Excellent analytical, communication, ... problem-solving skills Key Responsibilities: Financial Operations & Reporting: Prepare and ... oversee depreciation schedules Oversee insurance administration and ensure that ...
29 days ago
... record in administering short-term insurance policies, managing new business ... Aid, Investments, Short-Term Insurance, and Vitality products Key Responsibilities ... preliminary financial planning recommendations and product solutions for advisor review and ...
20 days ago
... record in administering short-term insurance policies, managing new business ... Aid, Investments, Short-Term Insurance, and Vitality products Key Responsibilities ... preliminary financial planning recommendations and product solutions for advisor review and ...
27 days ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
22 days ago
... at least 2 years in the financial services sector. Knowledge: Knowledge of ... and data cleanup). Understand various financial product categories and the transaction ... commissions and reporting. Liaise with financial advisors, product providers, and internal teams ...
23 days ago
... insurance solutions. Our goal? To be a world-class leader in direct financial ... a significant role in transforming the Financial Services industry and become a beacon ... skills to offer life-changing financial solutions. ð??¯ Achieve Targets: Meet productivity ...
28 days ago
... well know company in the insurance industry requires a PREMIUM ADMINISTRATOR. ... Premium Administrator/Accounts assistant in insurance brokerage/ administrator Strong Excel ... insurance and premium flows in a mandated binder brokerage Understanding of the financial ...
12 days ago
... : Manage all finance and insurance documentation and processes. Advise ... customers on finance and insurance options. Ensure compliance with ... report on sales and financial progress. Perform any other ... Retail or Short-Term Insurance Qualification or in progress ( ...
20 days ago
... . Financial Analysis: Perform detailed financial analysis, including spreading financial data ... (e.g., Chartered Accountant, Chartered Financial Analyst, Chartered Institute of ... trading, banking, insurance, or consultancy. Financial analysis experience is ...
13 days ago
... . Financial Analysis: Perform detailed financial analysis, including spreading financial data ... (e.g., Chartered Accountant, Chartered Financial Analyst, Chartered Institute of ... trading, banking, insurance, or consultancy. Financial analysis experience is ...
29 days ago
... credit risk exposure, ensuring robust financial processes, and driving the effective ... to ensure effective communication. Manage insurance cover, credit limit increases, ... Skills and Experience Required: Relevant financial degree or equivalent, with a Credit ...
a day ago
... accounts payable) Scrutinize the financial transactions and documents to ... and approval of the financial statements Build trust ... capturing and reporting of financial transactions (both internal ... annual review of the insurance policies Consultant: Vonne Scholtz ...
13 days ago
... a Para-planner. Your: Education: A financial qualification is essential (e.g. B Com finance ... all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from ... investment reports / proposals for Financial Advisors
a day ago
... a Para-planner. Your: Education: A financial qualification is essential (e.g. B Com finance ... all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from ... investment reports / proposals for Financial Advisors
12 days ago
... RE5 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS ... assets and protect them against financial loss Meeting FAIS requirements in ... knowledge of changes in the insurance industry (class of business training ...
28 days ago
... , 8 Years experience in Short Term Insurance together with verbal and written ... as laid down by the Financial Services Conduct Authority (FSCA), by ...
21 days ago
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