... and supporting clients and independent financial advisers. The primary objective is to ... and email interactions with clients, advisers, and internal teams. Maintain meticulous ...
3 days ago
... with FCA regulations. Assess clients financial situations and recommend suitable mortgage ... a UK mortgage broker, mortgage adviser, or financial consultant. Strong knowledge of UK ...
2 days ago
... Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA ... not simply what your adviser wants to give you. ... knowledge to secure their financial futures. The Sales Associate ... (You are not giving financial advice but must have ...
a month ago
... e-filing. Income tax calculations. Drafting financial statements. Requirements: Matric with Accounting ... Accounting software experience essential (Xero Adviser certification) MS Excel - Intermediate (Pivot ...
a month ago
... e-filing. Income tax calculations. Drafting financial statements. Requirements: Matric with Accounting ... Accounting software experience essential (Xero Adviser certification) MS Excel - Intermediate (Pivot ...
a month ago