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Broker Assistant/para-planner
Johannesburg
Basic+
Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
share this job on whatsappPersonal Assistant To Financial Planners
Handpicked RecruitmentRoedtan
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent service deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently
Planner Assistant Goodwood, Cape Town
Pss RecruitmentSouth Africa
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Financial Advisor/planner Assistant Market Related
Pss RecruitmentSouth Africa
ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective
Financial Planner
Network FinanceDurban North
Reference: NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Financial Planner R10000.00
Liberty Group LtdCape Town Region
R10000.00 Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
Financial Planner / Consultant / Entrepreneur
Nexus RecruitmentSouth Africa
financial services. Handle client complaints and assist with the resolution of financial issues. Conduct
Planner Logistics Umhlanga
Mpc RecruitmentUmhlanga Rocks
to truly drive improvement through innovative project engineering strategies Required core competencies:
Financial Planner Durban North
Network FinanceDurban North
Reference: NFR003716-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Financial Planner Cape Town
Liberty Group LtdCape Town Region
R10000.00 Regardless of their specialization, all financial planners have the same objective: to help their clients standards of professionalism and integrity. Financial planners need both strong interpersonal and analytical needs Recommend investments to clients Financial planners spend their days meeting with prospective clients reviewing plans with existing clients. Financial planners help their clients make more informed financial 00 startup stipend (new to industry financail planners only) Medical aid Corporate company benefits Uncapped
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