Hiring a Paraplanner / Advisory Support for our Client in Cape Town Market Related

  • Company:

    Careerline Recruitment

  • Location:

    Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

  • Salary:

    Market Related

  • Job Type:

    Permanent

Excellent opportunity for a Paraplanner to join a diversified wealth management company focused on delivering real value to its investors over the long term!
The core function of the successful candidate is to provide various administrative support functions, to assist the Financial Advisors, to build and maintain relationships with clients […]
Monitor mailboxes and incoming calls to ensure that all queries are resolved timeously […]
Ensure completeness of client file/data gathering […]
Assist walk in clients (redemptions, account statement / queries and new accounts)
Follow up with clients (FICA...

15 days ago from: pnet.co.za