POSITION PURPOSE: Sales executives are the key point of contact between an organization and its clients: answering queries, offering advice and introducing new products. Performi…
New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prosp…
New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prosp…
Job Summary New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact…
Job Summary New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact…
New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prosp…
New & Existing Clients: Scan client base and target market for financial planning opportunities Generate leads by identifying appropriate clients/prospects Contact clients/prosp…
Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed …
Our client is looking to recruit a Financial Planner & Analyst to join their team remotely from South Africa as soon as possible. About the company: Our client is a hospitality g…
Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed …
Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meticulously analy…
Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meticulously analy…
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Prep…
Job Description My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and …
We invite candidates to apply for the Paraplanner position in Port Elizabeth. General Duties: Assist the Senior Paraplanner / Broker to build and maintain constructive and eff…
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Prep…
Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meticulously analy…
Job Summary Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meti…
General Duties: Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with clients. Support the Senior Paraplanner / Broker in s…
Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry. As a Financial Advisor/Tru…