Health & Wealth Adviser (Brokerage)

Job description:Responsibilities: Gather client policy and investment information Compile logical summaries of information Research product information Assist with preparation of client proposals Load new/existing business policies Handle and solve client enquiries Diary management for new and existing business cases Diary management for wealth adviser ...

Gauteng, Tshwane (Pretoria)- (Market related)_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng.__ Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits);...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...

_Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); Successfully completed the Class of Business exam; Successfully completed the RE5 exam; Currently registered with the Financial Sector Conduct Authority as a...

Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...

Job description:Responsibilities: Advise clients on medical insurance options and suitability both personal families and groups Client and group visits and induction, ongoing training and presentations to clients Assist clients with queries Arrange and attend Wellness days Ensure CRM data is up to date and accurate Yearend & ad hoc client presentations...

Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company's wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected...

Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...

SURGO (PTY) Ltd. has partnered with a full-service brokerage firm in South Africa commissioned by various Insurance Companies to sell a variety of quality insurance products. A licensed FSP established in 2016 with the goal to ensure that the brokerage recognises individual insurance needs and works in line with the various product suppliers to meet those...

_ADMIN ASSISTANT, R15k, PTA EAST_Upmarket Brokerage specializing in Wealth Management and Financial Planning requires the following to join their young, dynamic team:Must be able to read, write and speak Afrikaans and English fluently. 35 Years experience in similar or financial industry RE 5 will be to your advantage. Must be able to do FNA's, ROA's and be...

Description To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments. Hey there, Future Wealth Manager! Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Heuwel Avenue Centurion time type Full time posted on Posted Today job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...

Job Classification Job Requisition Closing Date 01 September 202 Location Johannesburg Cluster Nedbank Wealth Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected ...

BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:Opening new accounts and processing client payment requests Maintaining client FICA records on system Liaison with clients, written and...

Ready to take your career to the next level with a well-established, well-known brand in the industry?You have come to the right place because IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for Real Estate Agents.If you are a natural networker gifted with the art of persuasion and who isn't afraid of high demands of real...

Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's) market.Consult is a Registered...

The OHS officer will monitor the organisation's workplace activities to ensure that all staff,contractors, visitors and Library users comply with health and safety policies and related regulations.The OHS Officer will advise the organisation on all aspects concerning health and safety as per Occupational Health and Safety Act: 85 of 1993. MINIMUM EDUCATIONAL...

Critères de l'offreL'entreprise:OMSOMSDescription du poste....OBJECTIVES OF THE PROGRAMMEThe mission of WHO's Emergencies Preparedness and Response (EPR) program is to support member states to i) prepare for and prevent disease outbreaks and health emergencies, ii) promptly detect, report, and confirm outbreaks, and iii) strengthen and sustain their...

Purpose of the job: To co-ordinate and support health, safety, and food safety within Premier Vereeniging Wheat Mill. To be responsible for planning, implementing, and overseeing company's employee safety at work. The main duty is to ensure that the company complies and adheres to Occupational Health and Safety (OHS) guidelines to reduce work-related...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Date: 31 May 2024 About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...