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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
14.03.2024
Broker Consultant | Cape Town
Cape Town
... their partner relationships in order to deliver end-end business results to ensure optimal business development. Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing ...
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The Recruitment Council
14.03.2024
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
14.03.2024
Senior Actuarial Analyst | Short Term Insurance | Cape Town
Cape Town
... the Banking and Finance industry, has a fantastic opportunity for a Senior Actuarial Analyst to provide actuarial solutions to internal and external clients within the insurance industry; in line with their company’s Client Value Proposition. Job Responsibilities: Conduct and compile research ...
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The Recruitment Council
14.03.2024
Data Operations Analyst | Investment Management | Cape Town
Cape Town
... their queries and the impact a data issue has on their function/process, manage their expectations, and consider changes to avoid a recurrence Have a key relationship with Investment Operations and assist in data queries which arise in that team Maintain relationship with Data team as well as ...
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The Recruitment Council
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