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27.05.2024
Financial Advisor Port Elizabeth Branch
Gqeberha
... 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
17.07.2024
Financial Advisor Port Elizabeth
Gqeberha
... 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
17.07.2024
Financial Advisor Port Elizabeth
Gqeberha
... 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
20.07.2024
Broker Administrator - Port Elizabeth
Gqeberha
... managers, BDs and advisors and ensure these remain up to date. Ensure all branch training registers are updated and filed on a monthly basis. Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval. 2. New Business Processing: Capture and attach ...
More »
Sanlam Limited
20.07.2024
Broker Administrator - Port Elizabeth
Gqeberha
... managers, BDs and advisors and ensure these remain up to date. Ensure all branch training registers are updated and filed on a monthly basis. Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval. 2. New Business Processing: Capture and attach ...
More »
Sanlam Limited
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