Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
skilled Financial Planner to join our team in the insurance industry. As a Financial Planner, you will be
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership summaries, investment performance reports and income projections for clients. Manage and regularly update clients’ Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co.za .
financial services. Handle client complaints and assist with the resolution of financial issues. Conduct
skilled Financial Planner to join our team in the insurance industry. As a Financial Planner, you will be
financial planning, offering financial advice, assisting in retirement planning, analyzing investments
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership summaries, investment performance reports and income projections for clients. Manage and regularly update clients'
present and future generations.
As the Project Accountant, reporting to the Management Accountant
overseeing project finances, budgeting, forecasting, and financial reporting. You'll analyze project costs
regulations, and provide insights to optimize project profitability. Additionally, you'll collaborate
to support strategic decision-making and drive project success.
Job Experience and
Qualification