Financial Services Sales Administrator

Financial Services - Sales AdministratorReference : JHB Location: Roodepoort - Office based. This privately owned company is a leading player in the financial services industry. They are looking for a Sales Administrator who will report to the Head of Sales (also a shareholder in the business) and support him in all aspects of sales administration. The...

Overview The overall responsibility of the Financial Planning and Investment Administrator is to provide administrative support to clients and IFAs in Cornerstone Investment Advisory Services and Cornerstone Financial Planning.Assisting the IFA and admin teams with client review scheduling and processors, portfolio performance reporting, database management,...

As a Senior Financial Wellness Consultant at Bayport, your primary objective is to assist employees improve their overall financial wellbeing through the evaluation of employee’s financial situation; solving complex financial matters with a specific focus on those currently distressed or listed under bureau records. Your responsibility is to guide...

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Cornerstone Financial Services Group CEO at Cornerstone Financial Services Group of Companies | Independent Lifestyle Financial Adviser for Corporates and Individuals | Expert Wealth… Overview The overall responsibility of the Financial Planning and Investment...

Assist in the development of forecasts, financial objectives and business plans to achieve targets. - Meet goals and metrics. - Manage budgets and fund allocation. - Achieve National branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer. - Must be a "Keeper of the SFS...

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. **EDUCATION** **MINIMUM...

OverviewThe overall responsibility of the Financial Planning and Investment Administrator is to provide administrative support to clients and IFAs in Cornerstone Investment Advisory Services and Cornerstone Financial Planning. Assisting the IFA and admin teams with client review scheduling and processors, portfolio performance reporting, database...

To contribute to Bayport Financial Services growth and profitability by offering financial wellness consolidation products and services in line with Bayport’s strategy. To improve customers overall financial wellbeing through the evaluation of customers financial situation, providing them with financial wellness solutions and educating customers on basic...

Company DescriptionSena Financial Services, established in 2016, is a licensed Financial Advisory and Intermediary Services provider committed to advancing Social Justice and financial inclusion. The organization specializes in Financial Advisory, Intermediary Services, and the administration of the Compensation for Occupational Injuries & Diseases Act...

To contribute to Bayport Financial Services growth and profitability by offering financial wellness consolidation products and services in line with Bayport’s strategy. To improve customers overall financial wellbeing through the evaluation of customers’ financial situation, providing them with financial wellness solutions and educating customers on...