financial advisor assistant duties

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...

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...

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...