Client Advisor Jobs in Kloof

Pro Talent - Kloof, Kwazulu Natal, South Africa

Handle all administration relating to new business, from documentation to follow-ups. Qualification in Investments, Financial Planning, or Business Management (advantageous). Maintain up-to-date and accurate... R7,000 – R15,000

from: pnet.co.za - 17 days ago

LLM Recruitment - Durban

Client Engagement: Attend client and debtor meetings to discuss risk, insurance, collections, and security. Deliver added value through market insights. Reporting & Administration: Maintain M-Files records...

from: jobplacements.com - 24 days ago

The Recruitment Council - Durban

Handle policy renewals, endorsements, retentions, and general queries. FAIS-compliant qualification for Categories 1.2 and 1.6 (Short-Term Personal & Commercial Lines). 35 years in a short-term insurance... R400 000 - R500 000

from: jobplacements.com - More than 30 days ago

Hire Resolve - 4001 Durban, South Africa

Researching advice-related matters with financial advisors to be utilized in client reports and records of advice. At least 3 years working experience at a CAT I FSP - investments, long term insurance... R360 000

from: simplify.hr (+1 source) - 13 days ago

Hire Resolve - 6000 Durban, South Africa

Experience with financial planning CRMs (e.g., AtWork, EliteWealth, Xplan) Collaborate with advisors, clients, service providers, and team members Exposure to investments, long-term insurance, employee... R300 000

from: simplify.hr (+1 source) - 16 days ago

Careerline Recruitment - Durban, 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

RPO Recruitment - 3610 Durban, South Africa

Conduct regular client visits, debtor meetings, and legal escalations where necessary At least 5 years’ experience in credit risk management or advisory roles Only shortlisted candidates will be contacted...

from: simplify.hr - 19 days ago

Catch - N/A Durban, South Africa

✓ Pitch the business to potential new clients and book appointments with doctors for the financial advisor’s visit. ✓ Work closely with the financial advisors and their teams. This position is for highly...

from: simplify.hr - More than 30 days ago

Accensis Inc - Durban, Kwazulu Natal, South Africa

Market related - Deductions included in CTC are CAMAF medical aid, Old Mutual Pension fund and Old Mutual life/funeral cover. Performance bonus over and above CTC. Assess and fulfil staffing requirements... Negotiable

from: pnet.co.za - 4 days ago

Catch - 1234 Durban, South Africa

Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice. Communicate and receive confirmation from the STI...

from: simplify.hr - More than 30 days ago