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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
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
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... networking, referrals, cross-selling and warm/cold calling Follow up on leads in respect of sales opportunities Manage business intelligence and business generated leads in a professional and timely manner Customer Service and Relationship Management: Lead analysis initiatives and service ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... 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 product training CPD points – ...
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The Recruitment Council
15.03.2024
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 ...
More »
The Recruitment Council
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