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: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services industry required. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good
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
Requirements: Minimum 3-5 years experience in a Fuel & Lubricants sales environment. Minimum matric, but preferably a National Diploma or Bachelors degree. Proven track record in Fuel & Lubricant sales, preferably in the agricultural industry. knowledge
You will support the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office