R17 000 CTC per month based on experience Permanent A leading provider of insurance solutions, dedicated relevant life insurance policy medical underwriting experience Excel proficient MS Office proficient A tertiary turnaround time. Maintain professionalism and provide high-level service excellence when interacting add value to the client’s new business policy experience. Ensure a thorough understanding of the company’s for workflow management. Identify additional training needs for sales agents related to the Asset Life
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial services sector. Our client offers comprehensive training and development programs to help you enhance your
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial services sector. Our client offers comprehensive training and development programs to help you enhance your
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
In this role, you will play a crucial role in providing technical support to Wealth Managers and preparing preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
Tasks: Perform other ad-hoc financial tasks as needed. - Financial Statements: Assist in preparing accurate year-end taxation submissions. Qualifications and Experience - Education: Honours degree in Finance, Accounting field. - Professional Training: Completed 3 years of finance articles. - Experience: Minimum of 3-5 years years of experience in a financial role. EE Disclaimer: All positions will be filled in accordance with
Tasks: Perform other ad-hoc financial tasks as needed. - Financial Statements: Assist in preparing accurate year-end taxation submissions. Qualifications and Experience - Education: Honours degree in Finance, Accounting field. - Professional Training: Completed 3 years of finance articles. - Experience: Minimum of 3-5 years years of experience in a financial role. EE Disclaimer: All positions will be filled in accordance with
regular audits and risk assessments.
Conduct regular audits and risk assessments. Provide training and support to team members on compliance Minimum 2 years of experience in compliance or legal roles. At least 2 years of experience managing a team Town. Salary offered is dependent on amount of experience as a team lead: From R30 000 (Compliance Officer
Conduct regular audits and risk assessments. Provide training and support to team members on compliance Minimum 2 years of experience in compliance or legal roles. At least 2 years of experience managing a team Town. Salary offered is dependent on amount of experience as a team lead: From R30 000 (Compliance Officer