assistant financial planner jobs

Assistant to Financial Planner

WNS Global Services Inc. (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400 global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance, Manufacturing, Retail and Consumer Packaged Goods, Shipping and Log...

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support t...

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...

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...

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...

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 2 Days Ago 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...

The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator and the client di...

These jobs were popular with other job seekersPROJECT ADMINISTRATION ASSISTANT MANAGER (BUILT ENVRONMENT | CIVIL ENGINEERING), Cape Town, South AfricaR500 R700K Per Annum Highly Negotiable on Qualification and Years of Relevant and Related ExperienceHighly reputable Global Civil Engineering firm is currently expanding their Structure team of Professionals and in search of an innovative Project Ad...

RCL FOODS is a leading African food producer in South Africa with a market capitalisation of R13 billion and employing more than 20 000 people in operations across South and Southern Africa. We manufacture a wide range of branded and private label food products which we distribute through our own route-to-market supply chain specialist, Vector Logistics. In line with our Passion to provide more f...

Assistant Financial Accountant FMCG Retail Cape Town International FMCG Retailer with HO in Cape Town is seeking to employ an Assistant Financial Accountant Position overview: To ensure the accounting function is managed efficiently by ensuring reconciliations for the Retail business sector is managed on SAP and costs allocated to the correct general ledger expense accounts as well as managing an...

Supply Chain Assistant - x1 (Beauty & Accessories) & x1 (Baby) Listing reference: click_015962 Listing status: Under Review Apply by: 21 February 2024 Position summary Industry: FMCG & Supply Management Job category: Supply and Demand Location: Cape Town Contract: Permanent Remuneration: market related EE position: Yes Introduction Clicks is on the hunt for a Supply Chain Assistants. The purpose ...

Job Description The Wealth Administrators role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator a...

Minimum requirements:Knowledge of the Financial Planning industry.Administrative experience as an assistant to a Financial Advisor.Good understanding of financial products (investments and life products).Proficient in Microsoft Word and Excel.Maths at Matric level would be an advantage.B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage.Fully bilingual...

Job Description The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment House, Health Administrator ...

OverviewReferenceAssistant FinancialSalaryZAR/monthJob Location- South Africa -- City of Cape Town -- Cape TownJob TypePermanentPosted12 March 2024Our client is looking for a Assistant Financial Accountant to join their team. To ensure the accounting function is managed efficiently by ensuring reconciliations for our client's Retail business sector is managed on SAP and costs allocated to the cor...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Mitchells Plain time type Full time posted on Posted 3 Days Ago job requisition id R-15962813 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 ou...

Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client s...

Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we are looking for! What you'll be doing (and why you'll enjoy it) You will support a small team of Fin...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Mitchells Plain time type Full time posted on Posted 3 Days Ago job requisition id R-15962813 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 ou...

Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client s...

Requirements:2-3 years in the financial services industry required.Relevant tertiary education or courses.Financial Services Industry.Understanding of FAIS and FICA legislation.Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.Experience with XPlan.Good verbal and written communications skills.High energy individual who is customer centric and relationship orientated....