Financial Services Jobs in East London

Headhunters - East London, Buffalo City, ZA

Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees... Monthly

from: adzuna.co.za (+4 sources) - 10 days ago

Ultra Personnel - East London, Buffalo City, ZA

Reach a point of confidence to sit in the client review meetings (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people... Monthly

from: adzuna.co.za (+4 sources) - 15 days ago

East London, Eastern Cape, South Africa

Work closely with the Service Delivery Management and Vendor Management teams to identify methods or purchase and procurement, establish evaluation criteria, evaluate alternative options and assist with...

from: jobleads.co.za - 11 days ago

Headhunters - East London, Buffalo City, ZA

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition... Monthly

from: adzuna.co.za (+4 sources) - 17 days ago

East London, Eastern Cape, South Africa

Preparation of annual service charge accounts in accordance with best practice and liaising with the auditors and ensuring final accounts are reconciled to the accounting records Posting any adjustments...

from: jobleads.co.za - 2 days ago

iMasFinance Co-operative (Ltd) - 5200 East London, South Africa

Our Independent Broker must comply with the minimum qualification and experience: Comprehensive financial wellness training programme Compliance and admin office support Minimum 1 year sales experience...

from: simplify.hr - More than 30 days ago

East London, Eastern Cape, South Africa

This team will generate new mortgage leads for the trainee mortgage broker or trainee mortgage adviser, or trainee mortgage advisor in the East London area on a daily basis. Speaking with the new enquires...

from: jobleads.co.za - 5 days ago

East London, Eastern Cape, South Africa

Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for...

from: jobleads.co.za - More than 30 days ago

Catch - 0000 East London, South Africa

Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously. Preparation of client portfolio’s...

from: simplify.hr - More than 30 days ago

East London, Eastern Cape, South Africa

Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy...

from: jobleads.co.za - 8 days ago