... and consult with/remind the Wealth Manager/Advisor Handling of retirement claims ... Wills in consultation with the Wealth Manager/Advisor Make payments on behalf ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
10 days ago
... This position is for a financial advisor managing an existing portfolio for ... Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory ... Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence ...
22 days ago
... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... ; Leadership & Support to Wealth Planner Assist the Wealth Planner in the mentoring ... legal compliance requirements; Assist the Wealth Planner in the identification of ...
14 days ago
... building strong relationships with financial advisors. Providing clear and accessible guidance ... provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review internal ...
14 days ago
Description: Vacancy for a Vehicle Service Advisor with a vehicle dealership in Cape ... 4 years’ experience as Vehicle Service advisor / Aftersales consultant. Experience working within ...
8 days ago
... a minimum of 5 years experience as a Wealth Manager in the Financial Services ...
a day ago
... 3 years recent experience as a Service Advisor within the Automotive Industry Grade ...
7 days ago
Description: Minimum requirements for the role: Must have a Bachelor of Science in Agriculture (Plant-related field); A postgrad qualification would be ideal Minimum 2 years in field experience Strong communication skills are essential Proficiency in ...
2 days ago
Description: Duties include Offer value-added sales to boost revenue and hit sales target Gather accurate customer info, follow up on ordered parts, and keep customers updated throughout the day. Ensure warranty work complies with manufacturer policies. ...
26 days ago
Description: Minimum requirements for the role: Must have a Bachelor of Science in Agriculture (Plant-related field); A postgrad qualification would be ideal Minimum 2 years in field experience Strong communication skills are essential Proficiency in ...
a month ago
... Description: Independent investment management and wealth advisory business offering their services ... Expenditure Statements and relay to Advisor Identify areas for planning (Investment ... /comparisons for analysis by Advisor Review current and future ...
6 days ago
... service environment RE5 and / or Wealth Management qualification NQF level 5 (advantageous ...
26 days ago
... with the Sales Manager/Technical Advisor regarding pricing. Customer feedback in ...
2 days ago
... finance.as a Bond Originator / Mortgage Advisor / Home Loan Consultant / Property Loan ...
15 days ago
... and requirements Act as a trusted advisor to clients, providing insights and ...
28 days ago
... with HR Manager and Legal Advisor. Solicit all required documentation in ...
a month ago
... of Quality Brokers and Financial Advisors position Ensure brokers are equipped ... Manage the supervision of Financial Advisors Oversee that the rendering of ...
22 days ago
... authorised dealers Consulting with external advisors on tax, legal, exchange control ...
2 days ago
... submissions Liaise with auditors, financial advisors, and stakeholders for accurate reporting ...
2 days ago
... from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally ...
7 days ago
- 1
- 2