Latest Client Advisor jobs in Bellville (page 2)

32 Client Advisor Jobs in Bellville - page 2

Financial Advisor Assistant ARVO - Stellenbosch, Western Cape Assist financial advisors in preparing for client meetings by gathering financial data and documentation. Manage client communications, including scheduling appointments, answering inquiries, and sending... 250,000 - 360,000 5 days ago
Paraplanner CA Financial Appointments - Claremont Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for... More than 30 days ago
Financial Advisor Assistant Arvo - Stellenbosch - Prepopulate and submit application forms for investments, tax-free savings, and retirement annuities. - NQF5 qualification in financial planning or equivalent will be an advantage. - Assist in preparing... More than 30 days ago
Financial Advisor ARVO - Stellenbosch, Western Cape The Financial Advisor will play a crucial role in advising clients on financial matters, conducting assessments of their financial situations, and recommending personalized solutions. This position requires... 400,000 - 600,000 5 days ago
Compliance Officer Team Lead ARVO - Cape Town, Western Cape When applying, ensure your CV is in WORD or PDF format, and not scanned. Scanned CV’s will not be considered. Please double check that the resume you upload for your application is up to date so that ARVO... 480,000 - 600,000 11 days ago
Para-Planner - Bellville Competitive Package GSI Talent Solutions Pty Ltd - Bellville, Western Cape, South Africa Assist advisors in implementing financial planning and investment strategies Relevant qualification in Finance, Investment Management, or Financial Planning Compile and prepare detailed investment, retirement... Competitive Package 11 days ago
Business Solutions Advisor (Insurance Industry) Finding Personnel - Cape Town Participate in ongoing training on specialised products including cyber insurance, business rescue solutions, and medical malpractice claims. Work closely with stakeholders to understand their needs and... 25 days ago
Financial Planner Cross Wealth Financial Services - Cape Town, Western Cape developing customized financial strategies, analyzing financial data, and guiding clients More than 30 days ago
Tax Advisor R35K - R40K per month. Lascom Management Systems - Bellville, Western Cape, South Africa Experience in dealing with SARS e-filing, income tax returns, tax objections, tax disputes and provisional tax This person will supervise the 2 current tax administrators. Proficient on MS Office (Excel... R35K - R40K per month. 4 days ago
Business Development Manager - Discretionary Fund Manager Neg BA Personnel - Cape Town / George, Western Cape, South Africa Using innovative and globally advanced technology, the world's first discretionary fund manager that fully models retirement solutions, taking health experience into account, and is here to elevate the... Neg 10 days ago

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