new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office for administrative support for the Financial/Investment Advisors within the team, and includes handling • Review debit balances and assist financial/Investment Advisors to take corrective action • Preparation and advisory record keeping as per applicable financial services legislation, ensuring that all investment
Oudshoorn, WC: Our client is looking for a Production Advisor join their team Our client is an agricultural production
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
minimum of 2 years recent experience as a Service Advisor within the Automotive Industry
Oudshoorn, WC: Our client is looking for a Production Advisor join their team Our client is an agricultural production
Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser Upon successful completion of the Adviser Academy Learning Programme and accredited to operate as a Financial Adviser you will
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused grow their portfolio of clients while providing financial planning advice. To generate leads, set up appointments or a related field 2 years experience in the financial services industry Have an understanding of Collective knowledge of financial planning principles and investment strategies CFP or diploma in Financial Planning with clients Passionate about providing the best financial services and advice to clients Effective problem-solving
To ensure that the scheme or organisation is protected from over-utilisation or inappropriate claiming by service providers that leads to abuse of member and scheme funds Accountabilities Continuous improvement: Provide clinical inputs on ex-gratia funding requests -Open, review and resolve all clin
To ensure that the scheme or organisation is protected from over-utilisation or inappropriate claiming by service providers that leads to abuse of member and scheme funds Accountabilities Continuous improvement: Provide clinical inputs on ex-gratia funding requests -Open, review and resolve all clin
motor dealership is seeking to employ a Service Advisor to join their team based in Stellenbosch, Western Western Cape. Minimum 2 years' Service Advisor experience in a Dealership Computer literate (Office Suite) Qualification would be advantageous Certificated Service Advisor Training completed would be advantageous Market