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multi-family office PA/Para planner
The company has need of a person that can work between the broker of the multi-family office, the production manager and other admin staff. This person needs to be an organizer of client interaction, data and processes. The brokers require files to be up to date, on time and correct so that they can be as efficient as possible and see as many clients as possible. That means that this person needs to work diligently on achieving outcomes and following workflows processes to achieve high levels of accuracy and meet deadlines.
Commercial Sales Consultant
Our client based in Fourways requires a dedicated, energetic and target driven Commercial Sales Consultant to join their expanding team.
Minimum Requirements:
- Computer literate: Microsoft outlook, excel, word, power point
- +/- 5-10 Years experience in insurance/ industry.
- Self-motivated to sell and market the company offerings to new and existing clients.
- Good people skills to communicate with clients.
- Must have a proven track-record as a solid performer.
Duties:
Financial Advisor
Our client based in Fourways requires dedicated, energetic and target driven Financial Advisers to join their very busy team.
Minimum Requirements:
- Minimum Industry related qualification /tertiary qualification in Commerce or Finance and 1 year relevant experience or a CFP Qualification
- Successfully completed Regulatory Examinations
- Own transport and a valid Drivers’ licence
- Computer literate
Duties:
Health Administrator
Our client based in Fourways requires a Health Administrator to join their team of vibrant individuals
Duties: