11101 South Africa Jobs
- Cape Town
- Job Type: Permanent
-
Posted: 13 Jan 2025
16 Hours left
- Cape Winelands Remote
- Salary: Market Related
- Job Type: Permanent
- Sectors: Admin Investment Finance
- Reference: MB10171
Vacancy Details
Employer: Exceed Human Resource Consultants
- Preparing and maintaining client files and application forms
- Implementing recommendations
- Preparing annual reviews
- Entering data into internal digital systems
- Onboarding new clients
- Liaising with clients
- General queries
- general administration
Candidate Requirements
- Meticulous
- Organised
- Neat, well spoken
- Knowlegde of:
- investments
- financial planning
- risk management
- medical aids
- tax
- investments
- life products
Hot Job
112 people have applied for this job. 1118 people have viewed this job.
Similar Jobs
Financial Advisor Assistant
- Somerset West
- Job Type: Permanent
- Posted 14 Feb 2025 | 33 Days left
RE5 Representative
- Cape Winelands
- Job Type: Permanent
- Posted 04 Mar 2025 | 52 Days left
Paraplanner assistant
- Cape Winelands
- Job Type: Permanent
- Posted 18 Feb 2025 | 37 Days left
More Jobs at Exceed Human Resource Consultants
Accountant
- Mosselbaai
- Job Type: Permanent
- Posted 13 Mar 2025 | 60 Days left
Senior Accountant
- Stellenbosch
- Job Type: Permanent
- Posted 13 Mar 2025 | 60 Days left
Production Line Leader
- Brackenfell
- Job Type: Permanent
- Posted 13 Mar 2025 | 60 Days left
Production Supervisor
- Brackenfell
- Job Type: Permanent
- Posted 13 Mar 2025 | 60 Days left