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Paraplanner/advice Analyst Market Related - Dep Experience, Qual Etc.
Pss Recruitment
South Africa
onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). Preparation of recommendations Identify/obtain information necessary to compile clients' recommendation / cash Reports as per Advice Process Implementation of recommendations Make changes to clients' investments as instructed Liaise with administration team to process recommendations as per Advice Process General administration
share this job on whatsappAnalyst Cape Town
Pss RecruitmentSouth Africa
onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). Preparation of recommendations Identify/obtain information necessary to compile clients' recommendation / cash Reports as per Advice Process Implementation of recommendations Make changes to clients' investments as instructed Liaise with administration team to process recommendations as per Advice Process General administration
Management Consultant 100% Remote
Acumen Resources Development Ltd.South Africa
improvement. Strategic Recommendations: Develop high-level strategic recommendations and options based on Communication and Reporting: Present findings and recommendations in clear, concise, and compelling ways to stakeholders Alignment: Ensure all assessment activities and recommendations are aligned with the business's strategic objectives findings, stakeholder feedback, and strategic recommendations in a comprehensive and actionable report format objectives, and industry dynamics to tailor recommendations accordingly. Collaboration: Ability to collaborate
Financial Advisor - Paarl
Vine RecruitmentPaarl
Developing and presenting financial planning recommendations and/or alternatives to clientele The implementation financial planning recommendations The monitoring of the financial planning recommendations Please send cv
Sap Basis Administrator Cape Town
ExlCape Town Region
cross-functional issues, Ability to identify and recommend tools and automations, ability to break up the cross-functional issues, Ability to identify and recommend tools and automations, ability to break up the
Compliance Officer/analyst - Investment Industry (experienced Candidates) Market Related
Pss RecruitmentSouth Africa
Review of planned legislative changes, and make recommendations of changes required in risk control and operational planned training of same o Review of system, and recommendations of system changes required o FSP license changes operations with technical queries o Support and recommendations relating to Supervision candidate skills, knowledge
Compliance Officer Cape Town
Pss RecruitmentSouth Africa
Review of planned legislative changes, and make recommendations of changes required in risk control and operational planned training of same o Review of system, and recommendations of system changes required o FSP license changes operations with technical queries o Support and recommendations relating to Supervision candidate skills, knowledge
Snr. Surveyor & Surveyor/foreman Market Related
West Coast PersonnelSouth Africa
water) as well as road construction is strongly recommended Market-Related
Surveyor Foreman Boland District Municipality
West Coast PersonnelSouth Africa
water) as well as road construction is strongly recommended Market-Related
Financial Advisor - Long Term Insurance - Kzn R 800k In Commissions
Managed Outsourced Technology Solutions T/a Mots RecruitSouth Africa
R 800K + in commissions client financial goals and risk tolerance to recommend suitable products. Individual risk assessment Advise clients on financial matters and provide recommendations on long term insurance products Promote business
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