Client Advisor Jobs in Milnerton

PSS Recruitment - Cape Town Region, Western Cape, South Africa

Cape Town-based candidate wtih immediate availability or availability for September sought for maternity cover contract role within the investment industry. - Daily capturing of data on the FORTRESS Custody... Undisclosed

from: careerjunction.co.za - 5 days ago

FROGG Recruitment - Cape Town, Western Cape, South Africa

3++ Years customer Service or Sales Experience – from a Services, Training or Educational Back round Good with computer software – advising student on the software they need to have to download contents... Neg plus commission and incentives

from: pnet.co.za - 21 days ago

Helderberg Personnel - Somerset West, Somerset West, South Africa

Utilize your extensive accounting practice experience to draft financial statements in compliance with regulatory standards Comprehensive understanding of accounting principles, regulations, and best practices...

from: pnet.co.za - 16 days ago

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

Provides a holistic service to Model Portfolio Providers who manage model portfolios on behalf of their clients, as well as to Independent Financial Advisors with a FAIS Category II license managing model... Undisclosed

from: careerjunction.co.za - 11 days ago

CSG Resourcing - Woodstock, Western Cape, South Africa

Own the quarterly forecasting process, providing insights, risk analysis, and performance commentary Lead and develop a high-performing finance team, fostering growth and accountability Strong Excel modelling... R1000000 - R1300000

from: pnet.co.za - 21 days ago

ZAQ Agency - Somerset West, Western Cape, South Africa

We're partnering with a leading UK wealth management firm expanding its operations into South Africa. We're looking for experienced professionals - including Paraplanners , Financial Advisors , and Wealth...

from: pnet.co.za - 22 days ago

Rory Mackie & Associates - Cape Town, Western Cape, South Africa

Provide client centric administrative support to the Financial / Investment Advisors within the team, including handling of follow-up correspondence with clients, beneficiaries and third-party providers... Undisclosed

from: careerjunction.co.za - 13 days ago

PSS Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions... Market related - dep experience, qual etc.

from: pnet.co.za - 28 days ago

Liberty Standard Bank Group - Cape Town, Western Cape, South Africa

A Liberty Financial Advisor is more than a financial guide—they're a lifelong partner dedicated to helping clients achieve their dreams and secure their financial future. Through insightful advice and... R10000.00

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

AtripleA recruitment & temps - Cape Town

Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance. Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance...

from: jobmail.co.za - 22 days ago