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28.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures. Prepare statement of advice documentation as ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as ...
More »
The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... ther clients while building and maintaining relationships with them. Responsibilities: Revenue generation New Business: Sell the client’s products through sales leads through networking, referrals, cross-selling and warm/cold calling Follow up on leads in respect of sales opportunities Manage ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... Regional Head and All Advisors /Assistants within region/office External clients Qualifications: Certified Financial Planner designation or in the process of acquiring Post graduate diploma in financial planning with board exam or in the process of acquiring it RE exams Class of business and ...
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The Recruitment Council
14.03.2024
Operations Manager | Pretoria
Pretoria
... degree (BCom/Business Management/LLB). Minimum 5 years’ experience in a financial services institution. Extensive experience in the credit industry in South Africa. Full understanding of the National Credit Act and related Acts. Full understanding of the end-to-end loan origination process. ...
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The Recruitment Council
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