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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
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
14.03.2024
Broker Consultant | Cape Town
Cape Town
... their partner relationships in order to deliver end-end business results to ensure optimal business development. Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing ...
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The Recruitment Council
14.03.2024
Office Administrator | Cape Town
Cape Town
... the opportunity to join this leading independent asset management and investment research group specialising in Global Investment Strategies and Asset Management Services with a focus on multi-generational capital preservation. Responsibilities: Office Administration: Co-ordinate and manage ...
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The Recruitment Council
14.03.2024
Healthcare Administrator | Cape Town
Cape Town
... The position is a combination of administration support, data capture, query resolution processes, client liaison and general office support. Responsibilities: Generate and follow up iComply documentation and update CRM Capturing of: Monthly billing statements Suspensions and reinstatements ...
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The Recruitment Council
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