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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
25.08.2024
Insure Adviser: Commercial&Personal | Pretoria
Pretoria
... the hunt for an Insure Adviser who will manage a portfolio of clients, handling both commercial and personal underwriting and ensuring seamless policy management. Key Responsibilities: Conduct face-to-face meetings with clients. Provide regular feedback and address client queries. Underwrite ...
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The Recruitment Council
30.08.2024
Chief Financial Officer | Pretoria
Pretoria
... networking and benchmarking and representation on related forums.Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.Engage with key internal and external stakeholders to identify changing client needs ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... networks and create leads and potential clients. Key Relations: 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 ...
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The Recruitment Council
14.03.2024
Private Equity Accountant | Pretoria
Pretoria
... the role of a Private Equity Accountant. Responsibilities: Ensure proper accounting for investment structures, lower tier/subsidiary trial balances, tax blockers and alternative investment vehicles (AIVs), equity method accounting and consolidation. Review the Administrator’s accounting for ...
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The Recruitment Council
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