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14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... Group Employee Benefits and VAPS in class IV Class XIII and Other 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 ...
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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
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
Broker Consultant | Pretoria
Pretoria
... Group.Proactively source new Brokers/External Partners, on-board, grow shareof wallet within panel of Brokers/External Partners, provide ongoing support andservicing to Brokers/External Partners paneled.Facilitate the effective resolution of any Broker/External Partner queries orcomplaints as ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... 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 in the process of acquiring it RE exams Class of ...
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The Recruitment Council
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