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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
... 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
... 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
Operations Manager | Pretoria
Pretoria
... the role of an Operations Manager, this individual needs to be driven by reaching targets and ensuring sales growth, coach and mentor their team to ensure targets are met and drive operations in an efficient and effective manner. Responsibilities: Ensure all operations are carried on in an ...
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The Recruitment Council
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