Internal Advisor Paraplanners Randburg

INTERNAL VIRTUAL ADVISOR PARAPLANNEROur client is looking for a VIRTUAL ADVISOR PARAPLANNER to join their team, our client is in the Financial Planning and Wealth Management Industry, they are based in Blair Athol and will be moving offices to Fourways in August 2023.Duties and Responsibilities and Performance Outcomes Sales Presentations and negotiations...

SALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per monthAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and obtain referrals and...

How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise meetings....

Internal Advisor Para planner. R R30 000 pmSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of - per monthAssist with downgrades if required and only if necessaryAssist with marketing...

SALESFollow 6 steps in Financial Planning including Needs AnalysisInteract with clients diligently and fairlyAdvice on Life, Investments, Retirement products with a view to upgradesMaintain a minimum UPGRADE target per monthAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and obtain referrals and leads, follow...

R R30 000 pmJob Summary: We are seeking an exceptional Elite Internal Paraplanner with a passion for financial planning to join our esteemed team. The ideal candidate will play a pivotal role in supporting our financial advisors and ensuring the delivery of high-quality financial plans to our clients. This is an exciting opportunity for a motivated...

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e. internet,...

OverviewSenior Broker Assistant RandburgEnsuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance documentation is loaded on X-plan for the...

Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from...CriteriaGrade 12 (compulsory) Clear criminal and ITC records (compulsory) Own reliable vehicle...

Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from...CriteriaGrade 12 (compulsory) Clear criminal and ITC records (compulsory) Own reliable vehicle...

Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from...CriteriaGrade 12 (compulsory) Clear criminal and ITC records (compulsory) Own reliable vehicle...

Our client is seeking career driven individuals with an established network/portfolio to join their thriving Wealth Management team in Johannesburg. Candidates from Carrick Wealth, Brite Advisors, Sable International, Holborn Assets, St James Global and others are welcome to discretely inquireOur client is ever expanding and they are looking for individuals...

TECHNICAL PERSONAL ASSISTANT - RANDBURGMain duties and responsibilitiesDiary Management: Organizing of Meetings Conferences Appointments Rescheduling TravelCo-Coordinating of and booking of travel arrangements - Directors business & PersonalMonthly Credit Card statementsManaging Projects Full Administrative & Financial ReconciliationDriving - Business and...

**JOB TITLE Service Consultant**REPORTING TO Service Manager**OFFICE Century City, Cape Town**PURPOSE OF POSITIONThe purpose of the Service Consultant role is to:Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in...

This role will be responsible for managing all aspects of contract renewals for the medium business segment. As such the key responsibilities will include ensuring customer retention and renewal revenue targets are met and exceeded on annual customers, through solid collaboration across internal lines of business and, externally with customers and Sage...

We are looking for a Financial Advisor. This is a permanent position. Experience would be regarded as having at least 1 year advisory experience and has a DOFA date with the FSCA, as well as already having their RE5 certificate.Advisors need to be 26 years or older, and if their DOFA date is more than 4 years old, they should already have a relevant...

Business advisor job description (Accountant/Finance)Requirements: Diploma/Degree in Financial Accounting or Business Management. Previous experience working as a business advisor in a related industry. Advanced knowledge of business operations and strategic planning. Proficiency in analyzing budgets and preparing financial reports. Experience in project...

To find out more, click Apply or head on over to Crayon to review the full spec and apply How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will...

Area : Ferndale, Randburg, Gauteng Seeking an individual, preferably with experience in the Financial Services Industry, to join one of our teams as a Support Assistant. The purpose of the position is to deliver exceptional administration support with the goal to secure new clients and servicing our existing client base. Responsibilities: Manage flow of work...

JOB DESCRIPTION***Job title:Medical AdvisorLocation:RandburgROLE PURPOSE:To provide a medical advisory function within the Clinical Risk Division and Scheme to ensure the limiting of the Schemes exposure and to inform key strategic decisions.KEY AREAS OF RESPONSIBILITY: Provide input into the development of the subdivisions strategy. Provide input into the...