solutions, including investment management, wealth planning, and insurance services, tailored to meet the
solutions, including investment management, wealth planning, and insurance services, tailored to meet the
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business pipeline, follow-up
Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers · Developing and maintaining broker relationships · Review New business pipeline, follow-up
products
/>Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner.
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload
Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload
Personal Assistant / Paraplanner required for a financial planning practice based in George / Cape Town (Belville)
Job Description:
This is a great opportunity to join a mature financial planning practice and to work in collaboratio