Role Description
This is a full-time on-site role for an Intern Financial Adviser located in the City of Cape Town. As an Intern Financial Adviser at Hereford Group, you will be responsible for
A confident, driven and opportunistic individual is required to offer financial solutions and benefits to clients and in ultimately growing the business. This position entails effectively analyzing a
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eCha
Key accountabilities
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
Particip
Job Description
Administration: Effectively fulfil all required administrative duties, including tracking and reporting
Customer Experience: To provide service excellence and achieve cus
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set fo
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set fo
Job Description
Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base Relationship and Servic
Job Description
Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets
Collaboration : Constantly seek to improve wa
What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Description
Maintain and Monitor Competence Register/FSCA Register for Employees
Check representative applications and record on MSA/FSP 4.2
Check that the correct information is populating
JOB OVERVIEW:
The company offers all-encompassing services to both families and businesses, focusing on thorough estate planning, corporate structuring, and trust management. The