5 Planner Offices Jobs in Newlands
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Salaried Financial Planner Call Centre Staffing - Newlands Meet with prospective clients (virtually via Zoom/Teams or in person at our offices). Follow an established onboarding process to bring on new clients. Relevant degree in Finance (Bcom/BusSci/Hons preferable)... R30 000 28 days ago
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Client Portfolio Manager – Financial Planner Time Personnel - Cape Town Work as part of a professional team in our office in Newlands Salary: Basic salary negotiable dependent on experience, plus commission and incentives. Meet with prospective clients (virtually via Zoom/Teams... 10 days ago
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Insurance Administrator Ultra Personnel : Pharmaceutical, Insurance, Engineering - Somerset West, Somerset West, South Africa Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client. Assist with the organization of client... 9 days ago
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Financial Adviser BOSS Consult - Cape Town Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access Access to an effective leads system More than 30 days ago
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Client Portfolio Manager – Financial Planner Time Personnel - CPT - Southern Suburbs, Cape Town South, South Africa You'll be supported with a portfolio of existing clients and a steady stream of high-quality prospective leads—allowing you to focus on delivering exceptional advice and growing your client base with confidence... 10 days ago
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