Client Portfolio Manager Jobs in Hillcrest

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Financial Planning Partner Assistant  

Hillcrest, KwaZulu-Natal, South Africa

Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients. Collation of all clients related...

from: jobleads.co.za - 21 days ago

Financial Planning Partner Assistant  

Headhunters - Hillcrest

Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients. Collation of all clients related...

from: jobmail.co.za - 30 days ago

Paraplanner  

Headhunters - Hillcrest

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition... 0

from: jobmail.co.za - More than 30 days ago

Paraplanner - Kloof KZN  

Ultra Personnel : Pharmaceutical, Insurance, Engineering - Kloof, Kloof, South Africa

Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data while creating more efficient ways to capture data...

from: pnet.co.za (+1 source) - 2 days ago

Paraplanner  

Catch Recruit - Westville, South Africa

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition...

from: pnet.co.za - 17 days ago

Financial Planning ParaPlanner  

Montana Resourcing - Kloof, KwaZulu-Natal, South Africa

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition... R20,001 - R30,000 pm

from: careerjunction.co.za - 12 days ago

Commercial Broker  

Featherway Recruiting - Kloof, KwaZulu-Natal, South Africa

Knowledge and experience working with various commercial insurance companies. 5 to 10 years Investments, Insurance & Assurance Class of business for short term products Remuneration: Basic & Commission Desired... R20,001 - R30,000 pm

from: careerjunction.co.za - More than 30 days ago

Financial Planning Assistant - KZN  

Ultra Personnel - Kloof

The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office... 0

from: jobmail.co.za - More than 30 days ago


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