financial advisor assistant duties

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following up on applications (also checking that appl...

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 bi...

Service Advisor - Clicks Blueberry Square (Honeydew) Listing reference: click_016499 Listing status: Online Apply by: 18 April 2024 Position summary Industry: Wholesale & Retail Trade Job category: Other: FMCG, Retail, Wholesale and Supply Chain Location: Randburg Contract: Permanent Remuneration: Market Related EE position: Yes Introduction To ensure service excellence at the point of sale by en...

Reference: JHB002003-DDT -1 A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shor...

Reference: JHB002003-DDT -1 A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shor...

Job Title: PA / Administrator to General ManagerJob Summary:The secretary will be responsible for providing efficient and effective administrative support to the Senior Financial Advisor, ensuring smooth operations and contributing to the overall success of the department. The Secretary/Personal Assistant will perform a variety of tasks, including managing calendars, coordinating meetings, mainta...

These jobs were popular with other job seekers Managed Outsourced Technology Solutions t/a MOTS Recruit Managed Outsourced Technology Solutions t/a MOTS Recruit Reference: JHB007282-ES-1Exciting opportunity at a big Financial Services company for a Financial Advisor Assistant, located in Erasmuskloof (Pretoria). The company is looking for a high-energy, outgoing, motivated individual to join thei...

Job Description Our Internal Audit and Controls Assurance team currently work on a diverse range of projects with clients in the Financial Services sector. Your role as an Assistant Manager will focus on the management and delivery of client engagements to the insurance industry, as well as business and practice development. In this role, you will develop high-performing people and teams, leading...

Job Description Our Internal Audit and Controls Assurance team currently work on a diverse range of projects with clients in the Financial Services sector. Your role as an Assistant Manager will focus on the management and delivery of client engagements to the insurance industry, as well as business and practice development. In this role, you will develop high-performing people and teams, leading...

REPORTS TO: Managing Director and Exco PURPOSE OF POSITION: An exciting opportunity awaits for a Technical Assistant to join a large automotive manufacturer. This person will ideally be an understudy to the MD, and will take mentorship from the MD and the Exco team, acting as a strategic partner to the Exco team for the MD. Will be responsible for formulating and executing strategic initiatives, ...

REPORTS TO: Managing Director and Exco PURPOSE OF POSITION: An exciting opportunity awaits for a Technical Assistant to join a large automotive manufacturer. This person will ideally be an understudy to the MD, and will take mentorship from the MD and the Exco team, acting as a strategic partner to the Exco team for the MD. Will be responsible for formulating and executing strategic initiatives, ...

Join this leading insurance giant and become a part of their team as a financial advisor assistant. The successful candidate will be expected 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. Minimum Requirements: Matric Industry rel...

Provide administrative support to the financial advisor. - Prepare quotations. - Assist with general Admin Duties. - Liaise with relevant departments to gather information to resolve clients' queries - Distribution of internal mail. - Update client personal details. - Inform clients and update changes to their policy. - Handle all complaints and enquiries. - Handle all incoming calls and walk-in ...

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...

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...

Vacancy available for a Workshop Service Manager with a Vehicle dealership in Rustenburg, North West 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 re...

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 reportin...

The following education, experience and and langauge skills: B.Com-degree or Post Graduate Diploma in Financial Planning; FAIS Accredited (NQF Level 7 or higher); RE5; CFP; At least 7 years experience in the Employee Benefits industry in a consultancy role; Excellent writing skills; Verbal and written communication in English and Afrikaans, at all levels; will enable you to: Duties: Financial: Ma...

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...