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22.04.2024
Paraplanner | Cape Town
Cape Town
... their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities: Preparation of Records of Advice for both Local and Offshore Investments and ...
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The Recruitment Council
25.08.2024
Provincial Manager | Cape Town
Cape Town
... the company’s financial planning advice strategy to life, aligning with their mission to protect and build clients’ financial dreams. This role involves expanding the company’s presence, meeting sales targets, fostering professional practice management, and creating a culture of advice. The ...
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The Recruitment Council
14.03.2024
Office Administrator | Cape Town
Cape Town
... the opportunity to join this leading independent asset management and investment research group specialising in Global Investment Strategies and Asset Management Services with a focus on multi-generational capital preservation. Responsibilities: Office Administration: Co-ordinate and manage ...
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The Recruitment Council
14.03.2024
Healthcare Administrator | Cape Town
Cape Town
... The position is a combination of administration support, data capture, query resolution processes, client liaison and general office support. Responsibilities: Generate and follow up iComply documentation and update CRM Capturing of: Monthly billing statements Suspensions and reinstatements ...
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The Recruitment Council
14.03.2024
Legal Specialist | Cape Town
Cape Town
... the hunt for an accomplished Legal Specialist to join this esteemed independent asset management and investment research group specialising in Global Investment Strategies and Asset Management Services with a focus on multi-generational capital preservation Responsibilities: Review 3rd Party ...
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The Recruitment Council
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