Hire Resolve’s client , a respected and established wealth management company, is currently seeking a dynamic and detail-oriented Senior Wealth Assistant to join their team in Bellville . If you have extensive experience in financial services, a passion for client service, and a strong administrative background, this could be the perfect opportunity for you. […]
Follow up on outstanding or incomplete client business, and liaise with Wealth Manager/Advisor […]
Support applications for Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance […]
Assist in reviewing client Wills in consultation...