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25.06.2024
Financial Advisor- George
George
... consultations and sales Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. Conduct a ...
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Sanlam Limited
26.06.2024
Financial Advisor- George
George
... consultations and salesEnsure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.Conduct a ...
More »
Sanlam Limited
26.06.2024
Financial Planner Concept Wealth
George
... consultations and salesEnsure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.Conduct a ...
More »
Sanlam Limited
25.06.2024
Financial Planner Concept Wealth
George
... consultations and sales Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. Conduct a ...
More »
Sanlam Limited
18.04.2024
Recruitment Specialist George
George
... Consultant, you will be responsible for bringing in new business.This includes sourcing, screening and placing candidates, as well as developing and maintaining relationships with clients and candidates alike. Your expertise will contribute to the continuous improvement of our recruitment ...
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Sydsen Recruit
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