Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
Setting financial objectives, and developing and implementing strategies for achieving them;
Arranging to buy and sell unit trust funds for clients;
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Quote Generation: Provide clients with insurance quotes, explain policy terms and conditions, and answer any questions or concerns they may have.
Underwriting Assistance: Assist clients in completing insurance applications and provide any necessary information to underwriters for policy approval.
Policy Maintenance: Maintain client records, process policy changes, and handle policy renewals to ensure continuous coverage.
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Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking a high calibre professional to join our team as a
We're excited to invite a motivated Senior Accountant and Financial Planner to join our dedicated team. You'll handle comprehensive accounting operations and strategic financial planning to help steer us toward our goals of growth and compliance. If you're someone who enjoys managing accounting tasks while leveraging the latest software tools, this role is perfect for you. You'll oversee accounting, tax, audit, and financial planning with minimal supervision, ensuring our financial strategies align with KidoCode's objectives.