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Yesterday
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
Yesterday
Insure Adviser: Commercial & Personal | Pretoria
Pretoria
... the hunt for an Insure Adviser who will manage a portfolio of clients, handling both commercial and personal underwriting and ensuring seamless policy management.Key Responsibilities:Conduct face-to-face meetings with clients.Provide regular feedback and address client queries.Underwrite and ...
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The Recruitment Council
Yesterday
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 documentation 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
Yesterday
Chief Financial Officer | Pretoria
Pretoria
... rporate client feedback into the enhancement of daily business processes and management operating systems.Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.Effectively lead team (People):Create a positive ...
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The Recruitment Council
Yesterday
Private Equity Accountant | Pretoria
Pretoria
... the role of a Private Equity Accountant.Responsibilities:Ensure proper accounting for investment structures, lower tier/subsidiary trial balances, tax blockers and alternative investment vehicles (AIVs), equity method accounting and consolidation.Review the Administrator’s accounting for ...
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The Recruitment Council
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