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Western Cape: Financial Planner – Investments posted by Time Personnel

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Job Description

REQUIREMENTS

  • A completed BCom degree (Finance/Business/Insurance/Risk advantageous)
  • Genuine interest in developing a long-term career in the investment industry
  • Fluent in English and Afrikaans (both essential)
  • Detail-oriented, organised, and eager to learn
  • Confident communicator with a professional attitude
  • Able to work in-office in Claremont Monday to Friday
  • Full training provided — perfect for graduates
  • Clear career growth opportunities within the insurance sector
  • Supportive, friendly team environment
  • A chance to gain valuable, practical experience from day one

 
DUTIES

  • Support the team with day-to-day administration
  • Assist with client enquiries and prepare policy documentation
  • Update and maintain accurate client records
  • Liaise with insurers and internal departments
  • Ensure compliance with industry standards
  • Provide general administrative support

 
 
Salary: R negotiable dependent on experience
 
Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
 
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