... , and effectively manage all financial or insurance related facets of the buying ... : Management and control of Financial and Insurance income and expenditure. Ensure budget ... Managers and Salespeople, finance and insurance companies. Ensure timeous contact with ...
29 days ago
... Description Management and control of Financial and Insurance income and expenditure. Staying ... of all finance facilities and insurance options available. Ensuring accurate ... experience with analyzing and vetting financial statements, reviewing bank accounts, ...
a day ago
... financial needs assessments for clients, focusing on life insurance, long-term insurance ... representatives to identify their financial needs, engage internal specialists ... enhance capabilities in financial advising, particularly in insurance, wealth management, ...
a month ago
... processes and controls in the Financial Advisors practice(s) (including all transactions, ... , reporting etc) Liaise between Financial Advisors and product providers Equipped to ... / fees due to the Financial Advisor Operational support for Portfolio Managers ...
a day ago
... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... for cross-selling and upselling financial services. Network with professionals, ...
a month ago
... and coordinate appointments for the Financial Advisor with clients. Prepare and ... transactions related to investments, insurance, and financial planning.Compliance and Regulations: ... forms of communication for the Financial Advisor. Organize and maintain office ...
15 days ago
... responsible for overseeing the companys financial management, planning, and reporting ... Scorecard performance reviews Presentations Insurances Investments Opening up of ... Accounting Consultants Management of Business Advisors Public Liability Job Experience & ...
16 days ago
... responsible for assessing risk, evaluating insurance applications, and ensuring sound ... : Assess and evaluate commercial insurance applications. Determine risk levels ... , premiums, and conditions. Analyse financial reports, claims history, and policyholder ...
17 days ago