Client Advisor Jobs in Camps Bay

The Legends Agency - CapeTown

Maintain accurate and up-to-date financial records for a portfolio of UK-based clients Track workflows and deadlines using Karbon (or similar project management tools) 3+ years of experience in a bookkeeping...

from: jobplacements.com - More than 30 days ago

HR Genie - Bellville

Assist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Recording of client interaction and updating of client records upon completion of interaction 5+ years experience...

from: jobplacements.com (+1 source) - 18 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis. Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry... Market Related

from: pnet.co.za - 11 days ago

HR Genie - Bellville

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. We are looking for a financial advisor to manage an existing portfolio of clients...

from: jobplacements.com (+1 source) - 20 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Understand and adhere to Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services (FAIS) Act requirements. ✅ 1-3 years' experience as a Bookkeeper, Junior Accountant,... Market Related

from: pnet.co.za - 11 days ago

STRUCTURED WEALTH SOLUTIONS (PTY)LTD - City of Cape Town, Western Cape

This position as an advisor requires you to be able to source your own clients with great support and guidance from management. The aim is for you to build a great client book of your own and to earn commission... 5000

from: jobslin.com - More than 30 days ago

Somewhere - City of Cape Town, Western Cape

This isn’t your average remote accounting job. It’s your chance to join a team that values ownership, client relationships, and international growth . If you're ready to level up your CA(SA) journey —...

from: recruitcrm.io - 26 days ago

STRUCTURED WEALTH SOLUTIONS (PTY)LTD - Cape Town, Western Cape

If you’re ready to take your financial advisory career to the next level with long-term earning potential, apply now and join a team that supports your growth. Opportunity to grow your own client book Financial...

from: jobslin.com - More than 30 days ago

SPC Management Service Solutions - Kuils River, Western Cape, South Africa

Open and close repair orders and ensure all documentation is complete and accurate. Monitor the progress of work to ensure timely delivery. Maintain records and service history. Communicate clearly with...

from: pnet.co.za - 10 days ago

PSS Recruitment - Cape Town, Western Cape, South Africa

- Processing of departmental filing pertaining to fixed deposit and bank confirmations of daily deals - Manage any enhancements necessary on the Fortress Custody System i.e.Liaising with STT IT team. ... Market related

from: pnet.co.za - 2 days ago