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Investment Specialist

1 week ago

Durban, KwaZulu-Natal, South Africa Armstrong Appointments Full time
About the Company:

We are an independent, specialist brokerage offering financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally.

Key Responsibilities:
  • Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
  • Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.