Role summary
DutiesProvide comprehensive client servicing and financial planning support, ensuring that clients receive accurate, efficient and professional assistance across their investment, insurance and retirement needs.Support the Financial Adviser/Paraplanner with portfolio administration, client…
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ExcelAIUI
- LOCATION
- Eastern Cape
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- 10 Nov 2026
- CLOSING
- 10 Dec 2026
Source: Job Mail Public Jobs