Internal Advisor Paraplanner Fourways

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...

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...

OverviewInternal Advisor Paraplanners RandburgSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE targetAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network 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....

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...

Job descriptionSenior Broker Assistant Fourways. R R22 000 pmRE5 Qualification and min 1 year long term insurance experience compulsoryCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any...

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,...

Qualifications and Experience Life Insurance. Retirement. Investments. Paraplanning / Financial Needs Analysis / Estate Planning. New Business Administration. Preparation of quotes. Compliance. Wills and Trusts. Servicing of existing client base. Setting up of appointments. REs would be preferable.Duties and responsibilities: Knowledge in one or all the...

Social Media Marketing Administrator FourwaysThe successful candidate will be responsible for handling social media pages, creating new and exciting content and staying up to date with the latest social media marketing trends. Increase the brands' online presence and improve sales. Manage and maintain Facebook, Instagram, Linkedin, Ticktok and YouTube as...

INTERNSHIP OPPORTUNITIES AT COMMRISK INSURANCE - FOURWAYSRecently completed your _Finance Diploma or Degree_ and looking for an internship?Commrisk Insurance has exciting opportunities to complete your internship in Finance, working in a dynamic and fast-moving environment where you will get hands on exposure to the workings of a finance office.Criteria for...

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...

**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...

Legal Advisor Permanent RSR00000 Legal Gauteng, JHB Northern Suburbs Our client based in the north is looking for a Legal Advisor. To provide sound, clear and accurate legal advice General Attorney duties: Provide advisory services to management on IR matters Facilitate the management and promotion of fair and sound Labour Relations Curate and advise on...

Our well known automotive dealer client based in Ekurhuleni currently holds a vacancy for a Service Advisor with Ford experience.The purpose of the role is to provide prompt and quality service to customers relating to the service, repair, and maintenance of vehicles, acting as an interface between the technical team and the customer to ensure cost-effective...

Job DescriptionTo Provide legal solutions to complex legal and business challenges to mitigate against legal risk and partner with the business on the implementation of policies to comply with legal and regulatory requirements and business processesProvides guidance and management to more junior legal advisorsHello Future Legal Advisor IIIWelcome to FNB, the...