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14.03.2024
Data Operations Analyst | Investment Management | Cape Town
Cape Town
... their queries and the impact a data issue has on their function/process, manage their expectations, and consider changes to avoid a recurrence Have a key relationship with Investment Operations and assist in data queries which arise in that team Maintain relationship with Data team as well as ...
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The Recruitment Council
22.04.2024
Paraplanner | Cape Town
Cape Town
... their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities: Preparation of Records of Advice for both Local and Offshore Investments and ...
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The Recruitment Council
25.08.2024
Provincial Manager | Cape Town
Cape Town
... the company’s financial planning advice strategy to life, aligning with their mission to protect and build clients’ financial dreams. This role involves expanding the company’s presence, meeting sales targets, fostering professional practice management, and creating a culture of advice. The ...
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The Recruitment Council
23.06.2024
Insurance Consultant | Cape Town
Cape Town
... the intermediary on record, authorised representatives from the brokerage, and broker services; Dealing with general insurance and policy specific enquiries; Dealing with issuance of new policies / policy maintenance / renewal / agri aspects of policies; Assisting to resolve all insurance ...
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The Recruitment Council
15.06.2024
Administrative Assistant | Cape Town
Cape Town
... rpose: The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties. Responsibilities: ...
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The Recruitment Council
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