urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. Your main responsibilities include assessing clients' financial situations, developing personalized financial plans, and providing recommendations other financial products. You will also monitor clients' portfolios, provide ongoing financial analysis clients achieve financial success. Requirements: Minimum 10 years experience as financial advisor CFP English
looking for a Personal Assistant to join our client's team in Cape Town in the Financial Services Environment budget and within defined policy Contribute to the financial planning process within area Identify opportunities effectiveness and increase operational efficiency Manage financial and other company resources under your control
professional seeking a challenging role as an executive personal assistant? Look no further We are currently seeking multitasking to join LisaCorp Finance’s team. Position Personal assistant Location: Harmelia, Kempton Park (Preference processing and expense tracking for. The post Personal Assistant appeared first on freerecruit.co.za
My client is seeking a Personal Assistant to join their team.
Seeking someone that is self-driven
and top ups from existing clients • Provide a financial roadmap and investment solution • Manage client's Managing AUM and Net Flows, Post graduate Diploma in Financial Planning - CFP Relevant B Com degree or CA or
award winning, global financial services company provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment you'll role In your role as an experienced Financial Advisor, you will effectively plan and manage leads as well as your own. You will provide bespoke financial advice to local and international clientele. To clients What you'll need Proven experience in a financial advisory or wealth management role CISI level
PE005911-KB-1 Our client in the Financial sector is looking for a Financial Advisor Assistant to join their team
Are you an experienced Personal Lines Underwriter looking to join a dynamic and forward-thinking insurance
Duties:
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