Wed Mar 13 2024 15:00:13 GMT+0000 (Coordinated Universal Time)

duties of a financial advisor

Short-term Financial Advisor

Origin Financial Group - Cape Town, Western Cape

    Job Description We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable and profitable, and ethical manner. Duties and Responsibilities: The role of Short-Term Advisor is divided into Categories of Responsibility: Client liaisons and -advisory responsibilities Internal c...

    11 days agoneuvoo.com
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    Short-term Financial Advisor

    Origin Financial Group - Cape Town, Western Cape

      We are seeking a dynamic and results-driven Short-Term Advisor to join our team. The Short-Term Advisor will be responsible for managing and expanding our client base in a sustainable and profitable, and ethical manner. Duties and Responsibilities: The role of Short-Term Advisor is divided into Categories of Responsibility: Client liaisons and -advisory responsibilities Internal company- and admi...

      12 days agoneuvoo.com
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      Financial Advisory Assistant

      Recruiter Ruth Performability Recruitment - Stellenbosch, Boland

        A boutique, private equity firm is in need of a highly experience Financial Advisor Assistant/ Financial PA. Required A minimum of 5 years experience is required in the financial industry as a personal assistant, Discovery background and experience will be advantageous, and the candidate will benefit more if they have this requirement. Must have a Matric (minimum) Candidates must have their own t...

        14 days agoneuvoo.com
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        Category Procurement Advisor

        De Beers Group - Johannesburg, Gauteng

          Job Description:You will provide efficient and effective commercial activities relating to regional or global categories that delivers improved business performance through commercial agreements, enabling innovation, supplier partnering and internal stakeholder collaboration.Commercial Value Delivery & Supplier Partnering Support the development of Facilities Management category, sourcing and con...

          12 days agoneuvoo.com
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          Financial Advisory Assistant #privateequity #PA

          Recruiter Ruth Performability Recruitment - Cape Town, Western Cape

            A boutique, private equity firm is in need of a highly experience Financial Advisor Assistant/ Financial PA. **This is an IN OFFICE role based in Somerset West. Required A minimum of 5 years experience is required in the financial industry as a personal assistant, Discovery background and experience will be advantageous, and the candidate will benefit more if they have this requirement. Must have...

            14 days agoneuvoo.com
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            ParaPlanner

            Origin Financial Group - Cape Town, Western Cape

              Job Description We offer: A Committed to you culture. Fast paced work environment. Employee centric practices. Remote working possibility. Competitive company benefits. Job Description: We are seeking a talented and motivated Para Planner to join our team. The Para Planner will work closely with our financial advisor to deliver exceptional support services to our clients. This role involves condu...

              11 days agoneuvoo.com
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              ParaPlanner

              Origin Financial Group - Cape Town, Western Cape

                We offer: A Committed to you culture. Fast paced work environment. Employee centric practices. Remote working possibility. Competitive company benefits. Job Description: We are seeking a talented and motivated Para Planner to join our team. The Para Planner will work closely with our financial advisor to deliver exceptional support services to our clients. This role involves conducting research, ...

                12 days agoneuvoo.com
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                Technology Advisor (Sales Consultant) - Rivonia

                Performer Recruitment - Johannesburg, Gauteng

                  IntroductionOur client who is a MSP based in Rivonia is looking for a Technology Advisor. The Company is a technology driven company and make use of technology to better aid and support their clients. We're are looking for motivated and dynamic young individuals who want to further their career in the IT industryThe salesperson, known as the Technology Advisor, plays a crucial role in solving pro...

                  14 days agoneuvoo.com
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                  Financial Advisor

                  Finding Personnel - Centurion, Gauteng

                    Gauteng based working from home (office allowance offered) or office based in Pretoria and Johannesburg.Extensive product & financial planning training provided.Ongoing support and assistance from business development managers.Training allowance offered during first two months.Commission100% of First year commission80% of Second Year commissionCommission paid daily: 70% released, 30% retained to ...

                    25 days agoneuvoo.com
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                    Senior Investment Officer

                    The World Bank - Johannesburg, Gauteng

                      IFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2023, IFC committed a record US$43.7 billion to private companies and financial institutions in developing co...

                      5 days agoneuvoo.com
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                      Investment Officer

                      The World Bank - Johannesburg, Gauteng

                        IFC a member of the World Bank Group is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2023, IFC committed a record $43.7 billion to private companies and financial institutions in developing coun...

                        9 days agoneuvoo.com
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                        Workshop Manager

                        First Degree Recruitment - Cape Town, Western Cape

                          Vacancy available for a Workshop Service Manager with a Vehicle dealership in the Western Cape The duties of the position include: Manage all aspects of the Service Department and workshop; management of staff and finances in department; Manage service department profitably through financial controls ; Establish customer satisfaction; Lead, develop and motivate staff, Administration and reporting...

                          25 days agoneuvoo.com
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                          FINANCIAL ADVISOR

                          Crayon - Cape Town, Western Cape

                            APPLY DIRECTLY VIA CRAYON HERE: How you ll roleIn your role as the Financial Advisor, you must effectively plan, manage leads, and interact with potential clients in order to achieve company goals and objectives. Additionally, you will be in charge of evaluating the requests of healthcare and legal experts and recommending appropriate protective strategies. What you ll doAchieve objectives and ta...

                            30+ days agoneuvoo.com
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                            Construction Finance Manager

                            ENGIE - Johannesburg, Gauteng

                              Purpose : The Financial Manager - Construction is responsible for the smooth function of the Finance and Administration of the Companies as assigned. 3. KEY RESPONSIBILITIES PURPOSE: The Financial Manager - Construction is responsible for the smooth function of the Finance and Administration of the Companies as assigned. Financial management Supervising all financial accounting activities (bookke...

                              18 days agoneuvoo.com
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                              Business Enablement - Advice and Compliance Review

                              Headhunters - Sandton City, Sandton and Bryanston North

                                Description Our client in the Financial Services industry is currently looking to employ a Business Enablement - Advice and Compliance Review based in Sandhurst (Sandton).A wonderful career opportunity awaits you. Responsibilities and expectations but not limited to:Advice Review:Internal Review: in conjunction with the external compliance officers audit Partner Directed Advice cases and large de...

                                25 days agoneuvoo.com
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                                Chief Financial Officer

                                Point Your Marketing Investment Partner - Johannesburg, Gauteng

                                  Purpose of Role:The CFO is positioned as the strategic partner and advisor to the CEO and Board to support the sustainable operations of the group. The CFO is responsible for all operational matters as they relate to finance, risk and budget management, tax, audit, cost benefit analysis, financial compliance, treasury and cashflow management, and the securing and management of new funding and or ...

                                  30+ days agoneuvoo.com
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                                  Client Relationship Manager

                                  Danté Personnel Recruitment - Cape Town, Western Cape

                                    Western Cape, Cape Town - CBDR45 000 - R50 000 (Market related)CLIENT RELATIONSHIP MANAGERCAPE TOWN We are seeking a dynamic and results-oriented Client Relationship Manager to join our team in our Cape Town offices. In this crucial role, you will be responsible for building and nurturing strong relationships with key clients, driving revenue growth, and exceeding expectations. You will be the pr...

                                    27 days agoneuvoo.com
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                                    Business Development Executive

                                    Benchmark International - Johannesburg, Gauteng

                                      JOB DESCRIPTION This is a 'front line' sales position with a strong emphasis on assisting clients who are looking to exit or grow their business. The role will involve: Valuing and assessing the saleability of each potential client's business.Explaining Benchmark International s services and their benefits.Presenting clients with a variety of exit/growth solutions. JOB RESPONSIBILITIESAs a busine...

                                      30+ days agoneuvoo.com
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                                      Senior Accountant - Durbanville

                                      Guardian Recruiting - Cape Town, Western Cape

                                        Our Client is looking for a dynamic Accounting Professional who is passionate about providing this skill at a highly experienced level The ideal candidate has a proven track record reporting insights to senior management to support the decision-making process and comes from a manufacturing environment or similar. Someone who gets excited about combining a love for data, automation, and efficiency...

                                        30+ days agoneuvoo.com
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                                        Vehicle Workshop Manager

                                        First Degree Recruitment - Rustenburg, North West

                                          Vacancy available for a Workshop Service Manager with a Vehicle dealership in Rustenburg, North WestThe duties of the position include: Manage all aspects of the Service Department and workshop; management of staff and finances in department; Manage service department profitably through financial controls ; Establish customer satisfaction; Lead, develop and motivate staff, Administration and repo...

                                          30+ days agoneuvoo.com
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                                          Broker Assistant/ Paraplanner

                                          People Dimension - Pretoria, Gauteng

                                            Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties: Assisting Financial Planners in all their administrative tasks Research product information Prepare financial planning and investment proposals Handle and so...

                                            30+ days agoneuvoo.com
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                                            BPO Divisional Manager

                                            Energy at Work Projects - Johannesburg, Gauteng

                                              Are you a seasoned business process outsourcing industry leader that prioritizes results? Do you have a track record of successfully managing numerous customer accounts, driving revenue, and producing outstanding results? A fantastic opportunity is available for a BPO Divisional Manager. Duties & Responsibilities: BPO Opps ManagementDevelop and execute the overall operational strategy for the BPO...

                                              30+ days agoneuvoo.com
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                                              Legal Counsel

                                              The Green Recruitment Company - Cape Town, Western Cape

                                                Legal CounselOur client is a listed IPP from wind, solar, hydro, biomass, and storage and a service provider to 3rd party clients such as Development, EPC, O&M and Distribution. They are in 20 countries, split among 4 continents, and offering a global operating capacity to their clients. REQUIREMENTS:Prior experience as Legal Advisor or Legal Counsel will be valued.Knowledge in renewable energy p...

                                                30+ days agoneuvoo.com
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                                                Financial Analyst - CPT

                                                Lobster Ink - Cape Town, Western Cape

                                                  Department: FinancePosition type: Full timeLocation: Cape TownWorking model: HybridReporting to (Job Title): Head of Finance/Division Controller Purpose of the role: The Financial Analyst is a vital member of the Finance Team, providing direct support to the Sales Team and its leaders. As a key partner and advisor, you are responsible for demonstrating an understanding of Lobster s value proposit...

                                                  30+ days agoneuvoo.com
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