Client Advisor Jobs

Zeal HR - Bellville, Western Cape, South Africa

Provides advice in line with the customer value proposition & compliance framework. Develops, tracks & reviews business plan to meet individual performance targets. Use appropriate interpersonal and communication... Market Related

from: pnet.co.za - 17 days ago

Job Crystal - South Africa

Manage policy amendments requested by clients/advisors, issuing confirmation of insurance coverage and updated policy schedules. Mentor junior staff and assist with training and development when required...

from: pnet.co.za - 22 days ago

Headhunters - Durban, Durban, South Africa

Must be fully authorised as a representative (not under supervision) for FSCA sub-categories: Proven evidence of class of business and product-specific training. Ability to balance strategic thinking with...

from: pnet.co.za - 19 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 - 19 days ago

The Talent Experts - Rosebank, Gauteng, South Africa

You'll be joining a small and highly successful wealth management firm with 8 employees so it will feel like you are joining a family, you won't feel like just a number. They have corporate offices based...

from: pnet.co.za (+1 source) - 22 days ago

ZAQ Agency - Somerset West, Western Cape, South Africa

Join a growing support team in Somerset West for a UK wealth firm. If you're a qualified Paraplanner (or similar support role) with strong technical skills and experience supporting advisors, this role... R30,000 - R45,000

from: pnet.co.za - 22 days ago

Liberty Standard Bank Group - Rosebank, Cresta, Eastgate & Braamfontein, Gauteng, South Africa

Stay updated with industry trends, market conditions, and new insurance products. Develop comprehensive financial plans that include insurance solutions tailored to clients. Possession of a valid driver's...

from: pnet.co.za - 23 days ago

Werkie - Potchefstroom, North West, South Africa

Ons kliënt is op soek na 'n proaktiewe Korttermynversekering Makelaar wat uitstekende advies kan gee en hul kliënteportefeulje kan laat groei om kommissie te verhoog. Hierdie rol verg iemand met die vermoë... R8,000 – R12,000 + Commission

from: pnet.co.za - 23 days ago

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

Prepare client files for section 14 transfers (ensure that calculations are correct and that correct information is obtained) Follow up with clients (FICA requirements and confirmation of investment letters)... Market Related

from: pnet.co.za - 23 days ago

Liberty Standard Bank Group - Cape Town, Western Cape, South Africa

Embark on a development path that equips you with the practical skills and insider knowledge needed to thrive as a Liberty Financial Advisor. Each phase is packed with hands-on learning and real-world... R10000.00

from: pnet.co.za - 25 days ago