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14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be ...
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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
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
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
Today
Chief Financial Officer | Pretoria
Pretoria
... exceptional client service.Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.Contribute to a client service excellence culture which builds enduring relationships and allows team to provide ...
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The Recruitment Council
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