Duties: Prepare a Financial Needs Analysis for the Advisor. Requesting information required to prepare a Financial Needs Analysis from clients or third parties. Identifying existing clients whose portfolios need to be reviewed. Mana...
| Salary: R15000 - 25000 per month | Posted: 05 Aug 2024
Synopsis: A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. Job Description: Job Description...
SENIOR PARAPLANNER Century City, Cape Town, Western Cape R400 R500K Gross Per Annum Negotiable plus Benefits... Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals...
We are seeking a motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West...
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