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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
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 ...
More »
The Recruitment Council
29.04.2024
Broker Consultant | Cape Town
Cape Town
... the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners.The successful candidate focus areas would be:Create valuable business partnerships to enhance the business.Manage a panel ofBrokersin your ...
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The Recruitment Council
04.04.2024
Salaried Wealth Manager | Cape Town
Cape Town
... The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial planner at the company, the individual must provide appropriate financial advice in line with the ...
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The Recruitment Council
04.04.2024
Business Insurance Consultant | Cape Town
Cape Town
... the hunt for an individual who has face-to-face or intermediary sales experience and eagerly looking for a new opportunity, the attitude and energy it takes to grow and develop a Business Insurance portfolio by attaining new Business Insurance clients through this face-to-face distribution ...
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The Recruitment Council
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