6 Planning Specialist Jobs in Durban
-
Financial Advisor (Risk Products) Headhunters - Durban Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice. Prepare comprehensive advice documents (proposals... 26 days ago
-
Financial Advisor (Risk Products) Headhunters - Durban, eThekwini, ZA Responsibilities and expectations but not limited to: Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice... Monthly More than 30 days ago
-
Financial Advisor and Risk Consultant Ultra Personnel : Pharmaceutical, Insurance, Engineering - Durban, Durban, South Africa On receipt of the client's consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the... Yesterday
-
Financial Advisor The Recruitment Council - Durban Responsibilities: Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial... 0 27 days ago
- Forum: Start a Discussion Join
-
Financial Advisor and Risk Consultant Ultra Personnel - Durban On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the... 0 More than 30 days ago
-
Client Relationship Specialist - Wealth Management Umhlanga Rocks, KwaZulu-Natal, South Africa Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews Conducting client reviews in a FAIS compliant... 11 days ago
Top locations