Advisor Planning Jobs in Durban

Hire Resolve - 4001 Durban, South Africa

Strong computer and IT skills, especially high competence in Microsoft Office (Excel, Word, Outlook) and a reputable financial planning software CRM system (like AtWork, EliteWealth, Xplan). Liaising with... R360 000

from: simplify.hr (+1 source) - 12 days ago

Catch - 1234 Durban, South Africa

On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the...

from: simplify.hr - More than 30 days ago

Job Crystal - Durban, KZN, South Africa

To be successful as an Advisor, the Financial Advisor should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should...

from: pnet.co.za - 11 days ago

Careerline Recruitment - Durban, Kwazulu Natal, South Africa

Maintain and update client records using CRM systems (e.g., Xplan, Elite Wealth, or local equivalents). Matric (required); relevant tertiary qualification in finance, business, or administration (advantageous)...

from: pnet.co.za - 19 days ago

Merand Corbett & Associates - Umhlanga

- Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning (in conjunction with the organisations...

from: executiveplacements.com - More than 30 days ago

Armstrong Appointments - Morningside, Durban, Kwazulu Natal, South Africa

• Assisting with research, investigations, information gathering and setting up advice and administration processes for the business • Working closely with our financial advisors and administration manager... R15 – R30 000 CTC pm

from: pnet.co.za - 16 days ago

Pro Talent - Kloof, Kwazulu Natal, South Africa

Ensure seamless client onboarding and manage all client documentation. Administer client portfolio transitions, ensuring all changes and fees are processed efficiently. Prepare review packs and quotes... R7,000 – R15,000

from: pnet.co.za - 16 days ago