Financial Advisor Liaison Consultant

Broker Consultant Position Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers. Duties & Responsibilities Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking...

Overview The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients' products, processes, transactions, web services as well as general queries regarding their client's investments. Our client advocates excellent client service and strives to be the number one service provider in...

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry....

The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry....

Gauteng, Pretoria East - Commission only My client in Pretoria East is looking for a Financial Advisor with medical aid experience **Minimum requirements**: - Matric/Grade 12 or SA QA Accredited Equivalent Essential - 120 FA IS credits (NQF 5) in Wealth Management, CFP preferred - 2 or more years as a Financial Advisor within the financial services...

Company DescriptionThe Financial Specialists Pty Ltd, powered by the Hereford Group offers a range of services including Financial Planning, Estate Planning, Personal Risk cover, Personal Investment Planning, Retirement Planning, Corporate Group Cover, Pension/Provident Funds, and Business Assurance. Representatives at The Financial Specialists Pty Ltd act...

Gauteng, Pretoria North My client, in Irene Pretoria, is looking for a Financial Advisor 100% commission payable ( 10% to retention) Selling long term insurance **Minimum requirements**: - RE5 - Fully qualified ( minimum NQF 5 INSETA recognised qualification) - Previous experience within insurance sector (2- 3 years) - Own...

Gauteng, Pretoria East - Commission only My client in Pretoria East is looking for an Independent Financial Advisor who is willing to go the extra mile to build his/her own client base **Minimum requirements**: - Fully Qualified - Strong Administrative and communication skills - Good knowledge of the Financial Service Industry - Knowledge of FICA and FAIS...

A leading financial services firm in Pretoria is seeking a Client Liaison to enhance client support and resolve queries. Ideal candidates will have 3-5 years of relevant experience and a business-focused degree. Proficiency in Microsoft Office and understanding of financial products is essential. This role requires excellent communication skills and the...

JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting...