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11.08.2024
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
11.08.2024
Chief Financial Officer | Pretoria
Pretoria
... resolve any financial queries regarding statutory reports.Act as a spokesperson for the segment on matters relating to financial management and analysis.Implement and manage financial risk methodologies, techniques and systems and use them to monitor and report on financial activities.Implement ...
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The Recruitment Council
11.08.2024
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 callingFollow up on leads in respect of sales opportunitiesManage ...
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The Recruitment Council
11.08.2024
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
11.08.2024
Internal Commercial Adviser | Pretoria
Pretoria
... the successful individual will be a Internal Commercial insurance Adviser who will be responsible for writing new business and maintaining a book of existing clients.Responsibilities:Manage policy renewalsSourcing new businessHandle new application and quotationsHandle and solve client ...
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The Recruitment Council
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