... Description: Our client an independent financial services firm committed to providing ... to join our team as a Financial Advisor Assistant, in Stellenbosch. Key ... Responsibilities: - Assist in preparing financial plans, reports, and documentation. - ...
8 days ago
... Description: This position is for a financial advisor managing an existing portfolio for a ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
3 days ago
... Process payments and ensure all financial documentation is completed accurately. Handle ...
a month ago
... their financial and insurance needs. Offer specialized finance and insurance products to ... Ensure accurate finance and insurance application forms and transaction releases ... maintain strong relationships with banks, insurance providers, and other stakeholders. ...
23 days ago
... client advice (RE5) Relevant financial or insurance related qualification preferred Minimum of ... 5 years short term insurance industry experience. Direct new business ...
23 days ago
... client advice (RE5) Relevant financial or insurance related qualification preferred Minimum of ... 5 years short term insurance industry experience. Direct new business ...
23 days ago
... -life (short-term) insurance and long-term insurance (being an advantage) ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
24 days ago
... the potential of top-performing financial advisors. This role focuses on ... in financial services, with a strong focus on business development, advisor management ... Plans (VCPs) for top-performing financial advisors, focusing on achieving significant revenue ...
24 days ago
... 5+ years experience in the investment financial services industry is essential 3+ Experience ... Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Facilitate ... in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
20 days ago
... role involves managing finance and insurance applications, advising customers on ... maintaining strong relationships with financial institutions and insurance providers. This role ... : Manage all finance and insurance documentation and processes Advise customers ...
20 days ago
... years relevant experience in the financial services industry; Critical Competencies: ... and with all staff, contractors, advisors, clients, suppliers, partners and regulatory ... : Finance, maintain the divisions financial performance; In conjunction with the ...
24 days ago
... telephonically closing sales and upselling insurance packages. A family orientated environment with ... negotiating skills • 1 to 2 years Insurance or Financial Sales experience Working hours: UK ...
8 months ago
... . Handle all aspects of financial planning, including budgeting, insurance, and investments. Oversee ... , debtors, and bookkeepers to ensure financial matters are up to date ...
5 days ago
... ensuring smooth execution of administrative, financial, and operational tasks. The ideal ... documents. Retrieve, scan & file financial documents, handling routine & ad hoc ... network sign-up documents. Manage insurance claim submissions. Onboard vendors with ...
27 days ago
... Consultants marketing Medical Schemes, Health Insurance and Gap Cover products to ... through the process of giving financial advice. Fully office based. Matric ...
6 days ago
... Description: This position is for a financial advisor managing an existing portfolio for a ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
a month ago