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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 ...
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The Recruitment Council
26.04.2024
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 callingFollow up on leads in respect of sales opportunitiesManage ...
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The Recruitment Council
26.04.2024
Broker Consultant | Pretoria
Pretoria
... their partner relationships in order to deliver end-endbusiness results to ensure optimal business development.Broker Customer ServiceProvide a quality service to Brokers, while identifying opportunities to securenew business or support retention. Responsibilities may include processingcases, ...
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The Recruitment Council
26.04.2024
Junior Financial Advisor – Pretoria
Pretoria
... Assistants within region/officeExternal clientsQualifications:Certified Financial Planner designation or in the process of acquiringPost graduate diploma in financial planning with board exam or in the process of acquiring itRE examsClass of business and product trainingCPD points – continuous ...
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The Recruitment Council
26.04.2024
Operations Manager | Pretoria
Pretoria
... solutions.Interact comfortably with a diverse group of people and forge mutual beneficial relationships with all stakeholders.Conflict and people management.Organised and dependable.Excellent verbal and written communication that provides concise and relevant information.Confident in presenting ...
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The Recruitment Council
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