prospects/clients Deliver quality financial planning and advisory services to existing and prospective Financial Planning or similar 5-10 years in financial advisory role Regulatory Examination (RE5) Certified
prospects/clients Deliver quality financial planning and advisory services to existing and prospective Financial Planning or similar 5-10 years in financial advisory role Regulatory Examination (RE5) Certified
Development (BD) and Acquisitions, Investments and Financial Advisory (AIFA) departments in all secretarial aspects;
Experience Minimum 2 years of experience in financial advisory services (Commercial & Non-life preferred);
recommendations and interactions Minimum 5 years in financial advisory role. Minimum bachelor's degree in financial
recommendations and interactions Minimum 5 years in financial advisory role. Minimum bachelor's degree in financial
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th