Financial Advisor Liaison Consultant

We are looking for a talented Financial Advisor Liaison Consultant to join our Customer Services team at The Recruitment Council.About the Role:This role involves managing the workflow of work items, resolving rejections, and handling exceptions for internal and external stakeholders. You will also be responsible for logging and resolving queries, handling...

**Business Unit**:Sales & Distribution **Function**:Financial Advisors (Certified Financial Planner) **Date**:21 Jan 2025 **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 purpose, and whose own values...

**Business Unit**:Sales & Distribution**Function**:Financial Advisors (Certified Financial Planner)**Date**:29 Oct 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 purpose, and whose own values align...

This leading Asset Manager is seeking a highly skilled Financial Advisor Liaison Consultant to join their Customer Services team.Key Responsibilities:Manage the workflow of work items (Instructions, queries, requests) efficientlyResolve rejections via email or telephonic communicationManage exceptions for internal and external stakeholdersLog and resolve...

**Business Unit**:Discovery Health **Function**:Medical Doctor **Date**:15 Jan 2025 **Clinical Benefit Advisory Team** **Medical Advisor** **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 purpose, and...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans and products - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to...

Sanlam stands as a leading financial services provider in South Africa. Our focus lies in fostering enduring connections with our advisors. Rooted in a deep respect for individuals' inherent value and an understanding of their potential, our company ethos drives us. In this position, you'll be tasked with delivering competent financial advice to both new and...

**Who we are** Traditional life insurance is complicated, time-consuming, still uses pen and paper, has 30 page onboarding forms and takes weeks to issue cover. But OneSpark is different. We’re using advanced technology and powerful AI to bring life insurance and financial advice into the 21st century to make life insurance instant, smart, affordable and...

Gauteng, Sandton - R10 000 ctc - R11 000 ctc **Our Legal Client based in FOURWAYS is looking for a ENFORCEMENT LIAISON ADMINISTRATOR to join their dynamic team** Contract position possibility to go permanent **Salary: R10 000 - R11 000** **Minimum requirements**: - **2 - 5 years working experience**: - **Debt Collection experience advantageous**: -...

ROLE PURPOSE We are looking for a dynamic and self-motivated individuals who are passionate about financial planning. As a Financial Advisor at Vizion Finance, powered by Old Mutual, you will render holistic financial advice tailored to clients' needs. KEY RESPONSIBILITIES 1. Sales Excellence · Prospect and generate own leads. · Provide financial advice on...

**Business Unit**:Sales & Distribution**Function**:Sales Management (FAIS Accredited)**Date**:3 Oct 2024**Discovery Estate Preserver** **Testamentary Consultant** **100% Commission only role** **Sandton** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in...

We are seeking energetic driven Direct Sales Consultants - Financial Advisors who are willing to go that extra mile to build their own client base through strong lead generation for short term insurance with a strong drive to meet clients needs - The Basic is R 15000.00 to R 18000.00 plus uncapped commission plus pension plus medical - Six month - The Basic...

The Recruitment Council is seeking a skilled Financial Advisor Liaison Consultant to join our team.Job Description:This role involves managing the workflow of work items, resolving rejections, and handling exceptions for internal and external stakeholders. You will also be responsible for logging and resolving queries, handling inbound calls, and...

We’re looking for a financial consultant to join our dynamic team! Experience in bookkeeping, tax, payroll, and preparation of financial statements on CaseWare / Draftworx is required.

Our Client in the financial industry is looking for an Insurance Client Service/Advisor Liaison. **Job Overview** - To check (QC) instructions accurately within agreed upon turnaround times - These instructions include the CDD and RR of all legal entities and individuals - To be flexible in the working hours as required by this function - Ensure work is...

We require a talented Financial Advisor Liaison Consultant to join our Customer Services team at The Recruitment Council.Responsibilities and Requirements:This role involves managing the workflow of work items, resolving rejections, and handling exceptions for internal and external stakeholders. You will also be responsible for logging and resolving queries,...

Do you have RE5 qualification? Wanna earn BIG? An established brand wants you! Then this is your moment. Our Top Advisors average over R200 000 per month! Unlimited earning potential is the name of the game if you're a TOP performer and are serious about writing your own cheque. I am looking for self driven individuals who are business-minded to earn...

**Business Unit**:Sales & Distribution **Function**:Financial Advisors (Certified Financial Planner) **Date**:21 Aug 2024 **Discovery - Sales & Distribution** **Funeral Financial Adviser** **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...

Financial Advisors who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client Financial who will advise primarily on motor and household domestic insurance **Requirements**: - You must have strong lead generation this is non...

**Location**: Sandton, ZA **Job Family**: Consumer **Country/Region**: South Africa Consumer Advisor Consumer Advisor - call-center based nurse delivering care and support through virtual consultations Coloplast has an exciting opportunity for a motivated, committed, and collaborative individual who is inspired by working together with a call team for...