Financial Advisor Assistant jobs

Requirement: Matric. Must have previous working experience in the finance / banking industry. Computer skills: Excel , Word and MS Office Duties: Liaising with clients Data Capturing Processing of new business (Life products; local & offshore investments) Queries, i.e., static changes; unpaid premiums; general policy enquiries, etc. Request & prepare quotations Preparing meeting files, FICA, Appl...

Reference: PE005911-KB-1 Our client in the Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: Matric. Must have previous working experience in the finance / banking industry. Computer skills: Excel , Word and MS Office Duties: Liaising with clients Data Capturing Processing of new business (Life products; local & offshore investm...

Assistant to financial adviser

Reference: PE005911-KB-1 Our client in the Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth. Requirement: Matric. Must have previous working experience in the finance / banking industry. Computer skills: Excel , Word and MS Office Duties: Liaising with clients Data Capturing Processing of new business (Life products; local & offshore investm...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Somerset West time type Full time posted on Posted Yesterday job requisition id R-15947807 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the op...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Somerset West time type Full time posted on Posted Yesterday job requisition id R-15947807 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the op...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Cradock time type Full time posted on Posted 8 Days Ago job requisition id R-15963972 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportu...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Cradock time type Full time posted on Posted 8 Days Ago job requisition id R-15963972 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportu...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Port Alfred posted on Posted 5 Days Ago job requisition id R-15964326 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part ...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Port Alfred posted on Posted 5 Days Ago job requisition id R-15964326 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part ...

The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients Ensure constant business development - attract new business, leads and top ups from existing clients Provide a financial roadmap and investment solution Manage client's wealth by effective ad...

The role encompasses amongst other taking Citadel's service and product offering to market and engaging with prospective and existing clients. Building trusting relationships with new and prospective clients Ensure constant business development - attract new business, leads and top ups from existing clients Provide a financial roadmap and investment solution Manage client's wealth by effective ad...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Grahamstown posted on Posted 2 Days Ago job requisition id R-15964325 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part ...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Grahamstown posted on Posted 2 Days Ago job requisition id R-15964325 Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part ...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics, ambitious drive, dedicated execution excel...

Talent Pipelining: Financial Adviser AIFA (FAIS) page is loaded Talent Pipelining: Financial Adviser AIFA (FAIS) Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R-15954611 Bring your possibility to life! Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a ...

Job Description:To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base. To cultivate great Client relationships and deliver great Client service(ads1)Job Responsibilities:Ensure that the report writer receives a copy of the signed LOA (where applicable).Check that new retail annual review is triggered for the ne...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

SPARK Schools is a social impact disruptor and is leading change in the education space through its network of affordable private schools. The SPARK Schools network provides transformational education innovation through Africa s first blended learning model, which elevates student achievement and provides the tools teachers need to serve their students effectively. The blended learning model, whi...

Senior Broker AssistantCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking...

Senior Broker Assistant Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Check...

Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literacy course that equip clients with the necessary tools to help improve and define their respective jo...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...

This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with vario...