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Today
Wealth Manager | Western Cape
Wes-Kaap
... the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.5 to 10 years’ local and offshore ...
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The Recruitment Council
16.06.2024
Insurance Administrative Assistant | Centurion
Centurion
... the advisers. The position will focus on personal and commercial linesbusiness.Responsibilities:Liaising with clients.Preparing quotations for new and existing clients.Issuing new policies, renewals, and endorsements.Building and maintaining good working relationships with clients and internal ...
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The Recruitment Council
15.06.2024
Tax Admin Assistant | Kloof
Kloof
... Appointments: sending the request to Linda (if relating to banking details, if not then you can __ the appointment yourself), requesting required document from client and ensuring that they are correct. Submitting the documents to SARS in a timely manner, 24 hours before the appointment. SARS ...
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The Recruitment Council
15.06.2024
Insurance Administrative Assistant | Centurion
Centurion
... the advisers. The position will focus on personal and commercial linesbusiness. Responsibilities: Liaising with clients. Preparing quotations for new and existing clients. Issuing new policies, renewals, and endorsements. Building and maintaining good working relationships with clients and ...
More »
The Recruitment Council
15.06.2024
Adviser Admin Assistant | Grahamstown
Makhanda
... the financial industry and ready to embark on a rewarding career? Our client is looking for a dedicated and detail-oriented Adviser Admin Assistant to join their dynamic team. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the ...
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The Recruitment Council
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