Financial Accountant Jobs in Gauteng
Internal Account Executive Sandton
The Legends Agency
Sandton
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business
share this job on whatsappInternal Advisor / Account Executive Salary Commission
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business
Senior Broker Assistant Sandton
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
Senior Broker Assistant Salary Commission
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
Telesales/ Consultant Salary Commission Attendance Bonus
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or
Telesales Consultant Sandton
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or
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