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Search Results: 3 vacancies
- ...Adhere to the culture and principles of Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Advisor and client. FICA and AML capture and...
- ...Partner(s). Adhere to the culture and principles of Treating Customer Fairly. Operations: Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client. Capture and verify...
- ...plus commission on Sales .• Employee Benefits: o Group Life and Funeral Cover o Retirement Fund options (4%, 7%, 10%, 12%) o Discovery Medical Aid Scheme & Vitality KEY RESPONSIBILITIES: Sales Excellence • Use diagnostic and relationship-driven sales techniques...