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15.04.2024
Service Consultant Paarl
Paarl
... Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products&Endowment products Duties&Responsibilities The ...
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Wenz Recruitment
26.04.2024
Service Consultant Paarl
Paarl
... Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment productsDuties & ResponsibilitiesThe ...
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Wenz Recruitment
07.06.2024
Personal Assistant to Financial Planner
Paarl
... Key Duties: Provide support services to Financial PlannerGeneral administration / Maintain CRM system, etcLiaise with suppliers and action policy changesCompile & keep product informationProvide administrative support to ensure efficient client relationships Please apply onlineFROGG ...
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Frogg Recruitment SA
08.05.2024
Wealth Advisor Assistant
Paarl
... Key Duties: Provide support services to Financial PlannerGeneral administration / Maintain CRM system, etcLiaise with suppliers and action policy changesCompile & keep product informationProvide administrative support to ensure efficient client relationships Please apply onlineFROGG ...
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Frogg Recruitment SA
15.04.2024
Investment Service Consultant R22 000 CTC p/m - R25 000 CTC p/m
Paarl
... Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products&Endowment products Duties&Responsibilities The ...
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Wenz Recruitment
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