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16.04.2024
Wealth Planner Position at Liberty Package is discussed at interview stage
Pretoria
... Management, and a Certificate in Banking are an advantage. FAIS compliant Package&Remuneration Liberty provides performance-based packages, incentives, bonuses, plus group benefits: Provident Fund. Medical Aid. Group Life Cover. Professional Indemnity. Income Protection. Dreaded Disease Cover. ...
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Liberty Group Ltd
15.09.2024
OTC Billing Clerk Order Entry Data Capturer - 6 Month Contract Only
Pretoria
... Timeous resolution of internal&external customer queries within the agreed departmental/business unit SLAs. To provide telephonic&written communication (feedback) to the bank and region as&when the queries are resolved. Ensure that the Big 5 principles are upheld at all times. #J-18808-Ljbffr ...
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Fidelity Services Group
05.04.2024
Wealth Planner Offices throughout Gauteng
Pretoria
... management or any other areas in order to help them reach their financial goals Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial document ...
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Liberty Group Ltd
05.04.2024
Financial/Wealth Planner and Advisor
Pretoria
... management or any other areas in order to help them reach their financial goals Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial document ...
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Liberty Group Ltd
16.04.2024
Financial Advisor Pretoria East
Pretoria
... management strategies. Build and maintain strong client relationships through regular communication and follow-ups. Stay updated on market trends, investment products, and regulatory changes to provide informed recommendations. Desired Experience&Qualification A qualification in Finance, ...
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Liberty Group Ltd
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