The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
will be an advantage
Estate Agents, Morningside, Durban City. Company Name: SNP Properties. Estate Agents with a little knowledge
within our Implementation team at our Houghton Estate offices. Responsibilities: Implementation of approved
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Assist in the administration of deceased estates, including but not limited to, handling paperwork record-keeping and documentation throughout the estate administration process.
Utilize the SARS issues or discrepancies that may arise during the estate administration process.
Maintain accurate correspondence, and legal documents related to estate administration.
Prepare periodic reports confidentiality and integrity in handling sensitive estate information.
Provide administrative support
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Job Title: Real Estate Agent
Location: Groenkloof - Pretoria
Compliance/Estate Administrator required to join the team of a large JHB based residential estate. Minimum and contractors on regulatory requirements and estate rules. Inspect construction sites to confirm compliance