Job Title: Broker Administrator - New Business (Pretoria East) Responsibilities Assist in identifying and targeting potential clients Follow up on leads and facilitate initial client meetings Assist in the preparation, processing, and administration of new policy
Role: Finance & Database Coordinator Category: Financial Service Location: Morning, Durban Salary: Market-related Our client, a Durban-based, investment-led financial planning business, is looking for a dedicated Finance & Database Coordinator to join their high-performing team in
Role: Paraplanner Category: Financial Services Location: Morningside, Durban Salary: Market-related Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional
Role: Financial Advisor Category: Wealth Management Location: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities: As a Financial Advisor, you will provide personalized
Our client is a premier, investment-led financial planning practice based in Durban. They pride themselves on a high-performing team culture dedicated to helping professionals and business owners grow and protect their wealth. They are currently seeking
Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across
Role: Associate Financial Advisor Category: Financial Services Location: Morningside, Durban Salary: Market-related Our client is a premier, investment-led financial planning practice based in Durban. They pride themselves on a high-performing team culture dedicated to helping professionals
Job Description Role: Financial Advisor Category: Wealth Management Location: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities: As a Financial Advisor, you will
Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance to business people and their families, ensuring their
Our client, a Durban-based, investment-led financial planning business, is looking for a dedicated Finance & Database Coordinator to join their high-performing team in Morningside. This is a permanent role for a methodical professional who excels at
Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across
Role: Financial Advisor Category: Wealth Management Location: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities: As a Financial Advisor, you will provide personalized
Job Description Role: Financial Advisor Category: Wealth Management Location: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities: As a Financial Advisor, you will