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29.04.2024
Paraplanner | Pretoria
Pretoria
... appointments.Maintaining CRM systemsRequirements:BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or InvestmentProgress with CFP and/or Postgraduate Diploma in Financial PlanningManagement or BCom (Economics)Regulatory Exam for Representatives ...
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The Recruitment Council
28.04.2024
Paraplanner | Pretoria
Pretoria
... appointments. Maintaining CRM systems Requirements: BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Progress with CFP and/or Postgraduate Diploma in Financial Planning Management or BCom (Economics) Regulatory Exam for Representatives ...
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The Recruitment Council
14.03.2024
Internal Commercial Adviser | Pretoria
Pretoria
... appointments with clients (on-site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records) Build and maintain good working relationships Maintain Service Level agreement deadlines Ensure FAIS Compliance Skill sets required: Grade 12 Computer literate (MS ...
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The Recruitment Council
15.03.2024
Chief Financial Officer | Pretoria
Pretoria
... their executive team. Provide strategic leadership on financial matters and oversee financial activities within the company, by providing professional and ethical financial practices and delivering an effective finance service offering that is aligned with business and Group Finance strategy; ...
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The Recruitment Council
14.03.2024
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 calling Follow up on leads in respect of sales opportunities Manage ...
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The Recruitment Council
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