Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements:
Advisor for their client. The Service Advisor is responsible for assisting customers with their vehicle service
· CIPC filings including:
-Annual returns
-Beneficial ownership registers
-Directors amendments
-MOI amendments
-Incorporation of new companies
- Deregistration's
· Maintaining securities register and company information on GreatSoft, preparation of
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
Reference: JHB002003-DDT -1 A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The idea
Reference: JHB002003-DDT -1 A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The idea
escalates same to the Senior Legal Advisor for assessment. Assisting with the review, amendment and/or