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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 ...
More »
The Recruitment Council
26.04.2024
Broker Consultant | Pretoria
Pretoria
... software packages.Excel trend analysis; Proficient in MS Office.Writing skillsGeneral EducationGrade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification(Advantageous)General Experience3-4 years experience in sales and distribution in long-term insurance ...
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The Recruitment Council
14.03.2024
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
14.03.2024
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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