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Yesterday
Financial Advisor - Rustenburg
Rustenburg
... 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 ...
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Sanlam Limited
14.08.2024
Sales Manager - Rustenburg
Rustenburg
... manager must have obtained a full qualification (120 credits). NQF level 4 would be required and NQF level 5 would be advantageous (Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. RE 5 required from date of appointment. Class of business ...
More »
Sanlam
13.08.2024
Sales Manager - Rustenburg
Rustenburg
... manager must have obtained a full qualification (120 credits). NQF level 4 would be required and NQF level 5 would be advantageous (Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. RE 5 required from date of appointment. Class of business ...
More »
Sanlam
10.08.2024
Financial Advisor - Rustenburg
Rustenburg
... 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
Yesterday
Financial Advisor - Rustenburg
Rustenburg
... 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
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