advertisements
Yesterday
Financial Advisor | Retirement and High Net Worth Clients
Cape Town
... and grow clients’ wealth by providing independent, expert offshore financial advice, retirement planning, estate planning and tax planningAssessing client needs by conducting in-depth financial needs analysisExecuting highly customized solutions to meet client’s financial needsRegular servicing ...
More »
The Recruitment Council
Yesterday
Business Insurance Consultant | Cape Town
Cape Town
... networking, cold calling, and door to door canvasing.Conducting a comprehensive needs analysis for prospective clients.Providing ongoing servicing and support to your individual client base (amendments, renewals, claim registration, etc.).Continuous building of your client base to secure future ...
More »
The Recruitment Council
Yesterday
Insurance Consultant | Cape Town
Cape Town
... and your role is focused on providing an end-to-end service and support to brokers.Responsibilities:Servicing broker requests, including enquiries.Providing telephonic/ email support to the intermediary on record, authorised representatives from the brokerage, and broker services;Dealing with ...
More »
The Recruitment Council
Yesterday
LLB Graduate | Steenberg
Cape Town
... and commercial lines business.Responsibilities:Liaising with clientsPreparing quotations for new and existing clientsIssuing new policies, renewals and endorsementsBuilding and maintaining good working relationships with clients and internal stakeholdersRecording details and information on the ...
More »
The Recruitment Council
Yesterday
Senior Paraplanner
Cape Town
... and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare: Asset allocation reports, proposals, and financial needs ...
More »
The Recruitment Council
advertisements