Client Advisor Jobs

Dixie Recruitment - kloof, Kwazulu Natal, South Africa

• Minimum of 3 years' experience in a financial services or advisory support role • A relevant tertiary qualification would be advantageous • Strong client service orientation with a friendly and professional...

from: pnet.co.za - 8 days ago

Global Options - Bedfordview, Gauteng, South Africa

Regularly meet with Employee Benefits (EB) clients as part of the company's Staff Advisory Service to provide tailored financial advice and support. Investigate any refunded or unmet debit orders for clients... Supplementary salary and commission

from: pnet.co.za - 8 days ago

Executive Search Africa - Cape Town, Western Cape, South Africa

We continuously strive towards the highest standards of excellence and provide services and advise that is best suited to our clients. ALL CANDIDATES GO THROUGH A STRUCTURED, MENTORING PROCESS AND ONGOING...

from: pnet.co.za - 7 days ago

Dixie Recruitment - kloof, Kwazulu Natal, South Africa

• Strong understanding of local and offshore investment products, risk planning, and estate planning • Ability to conduct technical investigations and formulate sound recommendations • At least 2 years...

from: pnet.co.za - 8 days ago

Shift Pursuit Pty Ltd - Durban, Kwazulu Natal, South Africa

Provide guidance on complex areas such as mergers and acquisitions, offshore structuring, and estate planning. Oversee tax compliance processes, including submissions, audits, disputes, and voluntary disclosures...

from: pnet.co.za - 9 days ago

Fouche & Co Pty Ltd - JHB - Eastern Suburbs, Ekurhuleni (East Rand), South Africa

Provide financial products and services in a professional manner, building rapport and confidence with clients. Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom)...

from: pnet.co.za - 8 days ago

Dixie Recruitment - kloof, Kwazulu Natal, South Africa

At least 3 years in an advisory role with an emphasis on medical aid and gap cover. Experience in Outlook (Excel is important), Teams / SharePoint and/or CRM system Driver License

from: pnet.co.za - 8 days ago

August Integrated Services - South Africa, Western Cape, Kwazulu Natal, Gauteng, South Africa

Build and manage a robust client portfolio with access to over 100 premium financial product providers. Operate within a flexible hybrid model, balancing remote productivity with team collaboration. Deliver... Uncapped Commission ONLY

from: pnet.co.za - 8 days ago

Rory Mackie & Associates - Somerset West, Somerset West, South Africa

Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions... CTC - Monthly

from: pnet.co.za - 9 days ago

Unique Personnel - Stellenbosch, Liechtenstein, South Africa

Communicate effectively between clients, prospects and advisors, in particular, relaying all relevant offers and responses to those concerned Generate indicative offers and demonstrate the ability to utilise...

from: pnet.co.za - 13 days ago