Client Advisor Jobs in Bellville

MECS Africa - Cape Town
Ensure all compliance documentation (FICA, FAIS) is up to date and properly filed Excellent understanding of policy lifecycle, quoting, and client servicing Follow up with clients and insurers on outstanding...
from: jobplacements.com - More than 30 days ago

The Talent Room - Cape Town
Comprehensive Training and Mentorship – Continuous support to ensure your success Facilities Across South Africa – Professional office spaces available nationwide Stay informed on financial trends, products...
from: executiveplacements.com - More than 30 days ago

The Recruitment Council - CapeTown
Monitor financial markets, economic trends, and investment opportunities to make informed recommendations. Provide regular performance reports to clients, summarizing the performance of their investment...
from: jobplacements.com - More than 30 days ago

The Legends Agency - CapeTown
This is an exciting opportunity to be part of a modern, forward-thinking team that leverages cloud-based tools and streamlined workflows to deliver high-quality bookkeeping and advisory services. Prepare...
from: jobplacements.com - More than 30 days ago
Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa
To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements. To effectively service your clients that may be in other centers... Market Related
from: pnet.co.za - 10 days ago
Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa
Stay updated with changes in tax laws, financial regulations, and the economic environment relevant to financial planning. Shadow experienced advisors to understand best practices in client servicing and... Market Related
from: pnet.co.za - 10 days ago
STRUCTURED WEALTH SOLUTIONS (PTY)LTD - City of Cape Town, Western Cape
Take note that this is a sale driven position that will require you to be committed to your position as a Financial Advisor. If you are someone that enjoys networking with people, continously being on... 5000
from: jobslin.com - More than 30 days ago
Somewhere - City of Cape Town, Western Cape
This is a unique opportunity to work directly with founders, CFOs, and e-commerce leaders abroad, building your cross-border experience and taking ownership of client portfolios using world-class tools...
from: recruitcrm.io - 25 days ago
STRUCTURED WEALTH SOLUTIONS (PTY)LTD - Cape Town, Western Cape
We’re currently looking for motivated individuals to join our growing team in Cape Town. Location: Cape Town, Kwazulu-Natal and Eastern cape Supportive team environment with ongoing training and development...
from: jobslin.com - More than 30 days ago
ARVO - Stellenbosch, Western Cape
The Financial Advisor will play a crucial role in advising clients on financial matters, conducting assessments of their financial situations, and recommending personalized solutions. This position requires... 400,000 - 600,000
from: workable.com - More than 30 days ago