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26.06.2024
Financial Planner Mosselbay
Mossel Bay
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.Use relevant processes and system tools to capture analysis information and update records accordingly.Review clientââ¬â¢s portfolio annually by undertaking the above steps.4. Client ...
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Sanlam Limited
06.07.2024
Financial Adviser-Richards Bay(Commission Only)
Richards Bay
... data on activities to deliver on weekly and monthly reporting deadlines. • Work with Sales Manager to identify priority areas and to plan monthly activities accordingly What will make you successful in this role? QUALIFICATION: • Matric (grade 12) or NQF level 4 • RE5 an advantage • Clear ...
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Sanlam
07.07.2024
Financial Adviser-Richards Bay(Commission Only)
Richards Bay
... data on activities to deliver on weekly and monthly reporting deadlines. • Work with Sales Manager to identify priority areas and to plan monthly activities accordingly What will make you successful in this role? QUALIFICATION: • Matric (grade 12) or NQF level 4 • RE5 an advantage • Clear ...
More »
Sanlam
06.07.2024
Financial Planner Mosselbay
Mossel Bay
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. Use relevant processes and system tools to capture analysis information and update records accordingly. Review client’s portfolio annually by undertaking the above steps. 4. Client Service ...
More »
Sanlam
07.07.2024
Financial Planner Mosselbay
Mossel Bay
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.Use relevant processes and system tools to capture analysis information and update records accordingly.Review client’s portfolio annually by undertaking the above steps.4. Client ...
More »
Sanlam
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