Internal Advisor Paraplanner Fourways

**Overview** **Internal Advisor Paraplanners Randburg** SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE target Assist with downgrades if required and only if necessary Assist with marketing...

**How you'll role** As 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...

Job title : Financial Advisor Role - Fourways Job Location : Gauteng, Johannesburg Deadline : December 27, 2024 Quick Recommended Links Jobs by Location Job by industries Role Description This is a full-time hybrid role for an Aspiring Financial Advisor at IWCP in Johannesburg, with flexibility for some remote work. You will be...

**Senior Broker Assistant** Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal...

Qualifications and Experience - Life Insurance. - Retirement. - Investments. - Para-planning / 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: -...

**ABOUT** Intercare is a dynamic healthcare company focusing on offering value-based healthcare to patients. As ambassadors of the Intercare brand, everything we do is guided by our purpose to make people feel better. Our shared values of People-centred, Integrity, Inclusivity, Excellence and Innovation define what we believe and who we are. Intercare...

**Job Number** - 73002 **Job Type** - Permanent **Job Title** - Internal Life Advisor **Computer Skills** - MS Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Presentation and negotiations to individuals & Groups (Where necessary) - Client visits when necessary - Estate Planning - Estate Preserver - (Wills &...

South Africa, Gauteng - Jhb Western Suburbs - (Negotiable) Sales of various food products into Restaurants, Hotels, Canteen, Old age homes etc.) Must Reside in Fourways Preferably English (or Bilingual) Must have a valid Drivers License Matric Literate in English and Afrikaans Minimum of 3 to 5 years Sales Rep experience (Must have called on...

Our client based in Gauteng is currently recruiting for a** Receptionist Intern.** **Location: JHB (Fourways)** This is a 12 month YES Internship programme. The salary is R7500,00. **Requirements**: - **Matric with good results**: - **Degree or Diploma in or relevant qualification beneficial** This is a great opportunity for someone that wants to grow...

Job purpose: A retention advisor is responsible for managing all aspects of contract renewals for the segment in which they operate. As such their key responsibilities 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...

**Job Number** - 68057 **Job Type** - Permanent **Job Title** - Internal Virtual Advisor / Assistant **Computer Skills** - Ms Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng **Sales** - Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. - Advice on Life,...

Gauteng, JHB - Northern Suburbs Annually Cost To Company (Market related) Well established insurance practice is looking to appoint an Internal Legal Advisor. **Qualification required**: - LLB degree - Admission as an Attorney of the High Court is advantageous - Sound academic record. **Experience Required**: - Minimum of 3 years overall post-articles...

Key Responsibilities - Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. - Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations. - Documentation: Prepare detailed...

About the RoleWe are looking for a skilled and results-driven International Sales Consultant to join our team in Fourways, Johannesburg. The ideal candidate will have 5 years of sales experience, preferably in wholesale luxury goods or interior decor environment.The successful candidate will have excellent communication skills, with fluency in English and...

Key Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.Documentation: Prepare detailed reports,...

Key Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations. Documentation: Prepare detailed...

**Fourways Multifranchise** Is on a look out for a receptionist, the purpose for this position is to deliver reception duties in order to respond to visitors, clients and other related queries accurately and timeously through the execution of predefined work objectives as per agreed standard operating procedures. **Position Overview**: **Purpose** To...

Job title : Sales Intern - Retention Advisor, Payroll Job Location : Gauteng, Johannesburg Deadline : December 11, 2024 Quick Recommended Links Jobs by Location Job by industries Job Description     This role will be responsible for managing all aspects of contract renewals for the medium business segment. As such the key...

**Unlock Your Potential as a Cloud Data Engineer**We are E-Merge, a pioneering Namibian bank, and we're looking for an exceptional Azure Data Engineer to join our team in Johannesburg.Your mission will be to build and maintain robust data pipelines, leveraging various data platforms. This role provides a unique perspective on compliance and IT methodology...

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...