Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
Description: The Senior Financial Wellness Consultant main responsibilities are to assist ... on basic principles of good financial health. Minimum Requirements: A Level 7 ... engagement is a key requirement Financial literacy knowledge and skills reasonable ...
a month ago
Description: The role requires the successful candidate to be able to contribute to the organisations growth and profitability through the provision of quality customer services and sales in respect of all products being offered by the organisation. This ...
a month ago
... well as financial / wealth services is looking for a professional Sales Consultant with strong ... , and smaller businesses for financial needs, bookkeeping, financial statements and all tax ...
a month ago
... well as financial / wealth services is looking for a professional Sales Consultant with strong ... , and smaller businesses for financial needs, bookkeeping, financial statements and all tax ...
a month ago
... audit. · Assisting the financial statement consultant with drafting queries on the ... annual financial statements. 6. Support the ... 1. Sound technical, business and financial reporting skills. 2. Excellent attention ...
21 days ago
... looking for a Wealth Manager. The Wealth Manager is responsible ... Graduation Diploma in Financial Planning would be advantageous ... 5 years in a Wealth Management role Verbal and written ... ongoing financial advice, in consultation with the relevant Wealth Planners ...
4 days ago
... : BCom Post Graduation Diploma in Financial Planning CFP accreditation would be ... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ...
a month ago
... : BCom Post Graduation Diploma in Financial Planning would be advantageous CFP ... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ...
a month ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
4 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
4 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
14 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
a month ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
4 days ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
a month ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
a month ago
... representatives to identify their financial needs, engage internal specialists ... Propositions Selling: Recommend suitable financial products and services based on ... enhance capabilities in financial advising, particularly in insurance, wealth management, and ...
a month ago
... and wealth management. It provides services such as financial consulting ... Required: Preparing and analysing financial statements Maintaining accurate records ... financial activities and predicting future financial performance. Matching financial records ...
4 days ago