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02.07.2024
Senior Paraplanner
Cape Town
... the business.Proposals and reporting for clients and prospects.Construct and produce Asset Allocation reports for existing clients.Construct and produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs ...
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The Recruitment Council
01.07.2024
Senior Paraplanner
Cape Town
... the business. Proposals and reporting for clients and prospects. Construct and produce Asset Allocation reports for existing clients. Construct and produce Proposals for both new and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial ...
More »
The Recruitment Council
Yesterday
Administrative Assistant | Cape Town
Cape Town
... 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:Gather Policy ...
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The Recruitment Council
Yesterday
Broker Consultant | Cape Town
Cape Town
... the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners.The successful candidate focus areas would be:Create valuable business partnerships to enhance the business.Manage a panel ofBrokersin your ...
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The Recruitment Council
02.07.2024
Relocate to Malta Service Delivery Manager (Consulting/Big 4)
Cape Town
... pendently with minimal directionITIL certifiedResponsibilitiesProvide end to end ownership of customer service contractsBuilding relationships with customers to ensure renewals year on year of managed service contractsFinancial Responsibilities for the commercial elements of the customer ...
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Black Pen Recruitment
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