Client Advisor Jobs in Bellville

HR Genie - Bellville

Competent on service providers website functionalities (Investment and risk service providers) Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company...

from: jobplacements.com (+1 source) - 17 days ago

HR Genie - Bellville

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to...

from: jobplacements.com (+1 source) - 19 days ago

WMS Secure - Cape Town

A financial advisor's duties include helping clients manage their money, plan for the future, and achieve their financial goals.

from: executiveplacements.com - 9 days ago

CA Financial Appointments - Stellenbosch

Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow...

from: jobplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

Provide client centric administrative support to the Financial / Investment Advisors within the team, including handling of follow-up correspondence with clients, beneficiaries and third-party providers...

from: jobplacements.com - 8 days ago

Isilumko Staffing (JHB) - Rosebank

This role involves managing a portfolio of trusts and related entities, ensuring accurate administration in line with legal, regulatory, and client-specific requirements. Assist with the onboarding of...

from: executiveplacements.com - More than 30 days ago

Rory Mackie & Associates - Cape Town

Provides a holistic service to Model Portfolio Providers who manage model portfolios on behalf of their clients, as well as to Independent Financial Advisors with a FAIS Category II license managing model...

from: jobplacements.com - 15 days ago

The Legends Agency - CapeTown

In collaboration with third-party service providers, broader business units, and the Trading Desk, the Operations Division is responsible for the efficient implementation of these share portfolios. Operational...

from: jobplacements.com - More than 30 days ago

RS Consult - Cape Town, Western Cape

To educate, consult, support, and enrol suitable applicants into innovative Career Accelerator programmes. As part of a global student enrolments team, you’ll deliver exceptional levels of service, customer...

from: workable.com - 11 days ago

Hedz recruitment solutions - CapeTown

Salary: R15 000- R20 000 Basic + Provident Fund + Incentives Monthly R15 000- R20 000 Basic + Provident Fund + Incentives Monthly

from: jobplacements.com - More than 30 days ago