both wealth and insure) and Support (management services functions like technology, human resources, etc and manage risk analysis and assessments, both financial and operational, against set parameters. Organise respective management teams. Minimum requirements: Financial service experience Stakeholder management experience high quality energetic CA, actuary or similar) Financial planning experience Risk management qualification
processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the experience in an Operations and Client Services (or similar pressurized) environment or,
PE002471-RW-1 Our client a leader in the Financial Services Industry, based in Sandton (Johannesburg) (Johannesburg), is seeking to employ a experienced Financial Services Commissions Administrator. 2-3 year's experience dealing with commission / fee processes in the financial services space secures. A wonderful career opportunity processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the
PE002471-RW-1 Our client a leader in the Financial Services Industry, based in Sandton (Johannesburg) (Johannesburg), is seeking to employ a experienced Financial Services Commissions Administrator. 2-3 year's experience dealing with commission / fee processes in the financial services space secures. A wonderful career opportunity processing / income processing, distributed to the Financial Planning Partners. The incumbent plays a critical operations of the organization, interacting daily with Financial Planning Partners, Assistants, Finance and the
PE002444-LS-1 Our client, a leader in the Financial Services Sector, based in Walmer, Port Elizabeth; administrative experience; preferably in the financial services space. Good written and verbal communication
administrative experience; preferably in the financial services space.
potential new clients (digital).
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint for potential new clients (digital). General Servicing - Amendments and submitting of all investment investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers & medical Administration Share Point Site. Communication: Service clients - Email, face to face and telephonically
gateway to a rewarding career as a Fincial Sales Consultant. Embark on a journey of professional growth and Professionals). Join us and make a lasting impact on the financial well-being of individuals and businesses. Apply Relationships Leadership and mentorship from the top financial advisors in the industry Build Your Own Network Meetings with Clients Financial Needs Analysis for Clients Provide Sound Financial and Product Advice Matric
and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing providing information on a range of sales and service issues · Liaising with internal departments on processing superior service is offered to clients · Keeping up-to-date with competitor product and service offering Broker Consulting experience with a proven track record; Insurance qualifications (NQF5 Financial planning