Paraplanner to senior Discovery FA A successful candidate will be assisting a senior Discovery broker in Paraplanning, servicing his existing clients and the growth of his client base. The ideal candidate: is/was an accredited Discovery adviser with a professional manner and strong financial plannin
Paraplanner to senior Discovery FA A successful candidate will be assisting a senior Discovery broker in Paraplanning, servicing his existing clients and the growth of his client base. The ideal candidate: is/was an accredited Discovery adviser with a professional manner and strong financial plannin
relationships with brokers and assessor
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the
people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the
We have a unique opening for a Membership Administrator to join our team on a 3 month contract. Manage queries and day-to-day functions in an effective and professional manner within the agreed turnaround times Ensure all membership documents are correctly uploaded on the system Process membership a
We have a unique opening for a Membership Administrator to join our team on a 3 month contract. Manage queries and day-to-day functions in an effective and professional manner within the agreed turnaround times Ensure all membership documents are correctly uploaded on the system Process membership a
Purpose of the role: (Objective) The purpose of the Product Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution network. They need to assist with fostering long-term relationships between brokers and their clients. The primary objective of thi
Reference: PTA000175-CDW-1 Our Client is looking for a Product Specialist: Financial Advisory, located in Cape Town Purpose of the role: (Objective) The purpose of the Product Specialist is to focus on recruiting external brokers (advisors) and servicing them to grow our distribution network. They n