Broker Assistant Jobs
Broker Assistant
O'Brien Recruitment - Cape Town
Act as a primary point of contact for clients, providing updates and responding to inquiries in a professional manner Liaise with legal teams, financial institutions, and other stakeholders to ensure smooth...
from: jobplacements.com - More than 30 days ago
Paraplanner – Westville, Kwazulu-Natal
Headhunters - Pinetown
Maintain accurate and complete client data in CRM systems (e.g., XPlan), creating efficient data capture methods. High-energy, customer-focused, and relationship-oriented, with strong organizational and...
from: jobplacements.com - 20 days ago
Para Planner
Ultra Personnel - Hillcrest
Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate)...
from: executiveplacements.com - 22 days ago
Financial Adviser: Life (FAIS)
Mitchells Plain, Western Cape, South Africa
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose...
from: jobleads.co.za - 2 days ago
Assistant Broker
Stellenbosch, Western Cape, South Africa
The suitable candidate must have passed the following SAFEX module at the South African Institute for Financial Markets: RPE The Regulation and Ethics of the South African Financial Markets At least 2...
from: jobleads.co.za - 23 days ago
Clientèle Life Assurance Company Limited - Morningside, Sandton, Gauteng, South Africa
Adequate knowledge of organisational effectiveness and operational efficiency Presenting results to the Executive Team / Excellent communication skills Ensure stringent quality controls are in place and...
from: pnet.co.za - 3 days ago
Financial Adviser: Life (FAIS)
Mitchells Plain, Western Cape, South Africa
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose...
from: jobleads.co.za - 4 days ago
Financial Adviser: Life & Shares (FAIS)
East London, Eastern Cape, South Africa
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose...
from: jobleads.co.za - 10 days ago
Paraplanner – Westville, Kwazulu-Natal
Pinetown, eThekwini, ZA
Excellent critical thinking, problem-solving, and project management skills, adaptable to client needs. Financial Planning preparation and Client Reviews: Complete training on preferred financial planning... Monthly
from: adzuna.co.za - 20 days ago
Paraplanner – Westville, Kwazulu-Natal
Pinetown, KwaZulu-Natal, South Africa
Maintain accurate and complete client data in CRM systems (e.g., XPlan), creating efficient data capture methods. Our client in the Financial Services industry based in Westville, Kwazulu-Natal is currently...
from: jobleads.co.za - 16 days ago
