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  • Search Results: 3 vacancies

  •  ...Adhere to the culture and principles of Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Advisor and client. FICA and AML capture and... 

    Ultra Personnel

    Port Elizabeth, Eastern Cape
    16 days ago
  •  ...Partner(s). Adhere to the culture and principles of Treating Customer Fairly. Operations: Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client. Capture and verify... 

    Headhunters

    Port Elizabeth, Eastern Cape
    a month ago
  •  ...plus commission on Sales .• Employee Benefits: o Group Life and Funeral Cover o Retirement Fund options (4%, 7%, 10%, 12%) o Discovery Medical Aid Scheme & Vitality KEY RESPONSIBILITIES: Sales Excellence • Use diagnostic and relationship-driven sales techniques... 

    Personnel Network

    Port Elizabeth, Eastern Cape
    29 days ago