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11.08.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as ...
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The Recruitment Council
11.08.2024
Broker Consultant | Pretoria
Pretoria
... 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
11.08.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... networking, referrals, cross-selling and warm/cold callingFollow up on leads in respect of sales opportunitiesManage business intelligence and business generated leads in a professional and timely mannerCustomer Service and Relationship Management:Lead analysis initiatives and service ...
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The Recruitment Council
11.08.2024
Junior Financial Advisor – Pretoria
Pretoria
... Assistants within region/officeExternal clientsQualifications:Certified Financial Planner designation or in the process of acquiringPost graduate diploma in financial planning with board exam or in the process of acquiring itRE examsClass of business and product trainingCPD points – continuous ...
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The Recruitment Council
11.08.2024
Internal Commercial Adviser | Pretoria
Pretoria
... the successful individual will be a Internal Commercial insurance Adviser who will be responsible for writing new business and maintaining a book of existing clients.Responsibilities:Manage policy renewalsSourcing new businessHandle new application and quotationsHandle and solve client ...
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The Recruitment Council
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