... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... ; Leadership & Support to Wealth Planner Assist the Wealth Planner in the mentoring ... legal compliance requirements; Assist the Wealth Planner in the identification of ...
13 days ago
... Insurance Brokerage is hiring Financial Advisors to market Old Mutual, Sanlam ...
11 days ago
Description: Requirements: National Diploma (NQF6) with 3 years sales experience (preferred) or, Alternatively, minimum of National Senior Certificate (or equivalent) with 5 years sales experience. Driver's license and own vehicle essential. Strong ...
3 days ago
... appointments with the Financial Advisor Requesting quotations from ... (on instruction from financial advisor) Quotations loaded to CIMS ... with Underwriter / financial advisor Identify Risk on all ... make recommendations to financial advisor Assist Retentions team ...
a year ago
... and Support: Act as a trusted advisor to line managers, providing proactive ...
6 days ago
... visit the office Liaise with advisors to ensure their files are ... Schedule appointments Prepare documentation for advisors Attend to the purchasing of ...
10 days ago
... meetings Develop relationships with external advisors, e.g., attorneys, auditors etc. Liaise with ...
25 days ago