Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio together. Maintain the relationships with clients by via telephonic /email communication
Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation essential. Must be computer literate in Microsoft Office and
A well known and established company in Gqeberha is looking to employ a qualified and professional Paraplanner to join their team. General Duties Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with