Financial Advisor Assistant jobs

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities: Gath...

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities: Gath...

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities: Gath...

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities: Gath...

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities: Gath...

The successful candidate will be responsible for paraplanning and execution after meetings. The assistant will beresponsible for office administration, interacting with clients and providing client services. You will need to plan for client meetings and submit new business applications. The role needs excellent client relationship management and office administrative skills.Responsibilities: Gath...

Senior Assistant to Financial Advisor (POS24137)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications ...

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)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirementsMatricPrevious experience in a similar roleTertiary qualification will be an advantageDutiesCapturing and taking minutes of meetings from Financial Advisors interaction with clients;Capturing, processing and following up on applications (also checking that applications a...

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...

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...

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...

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...

The Opportunity As a member of staff within the transfer pricing team, you'll thoroughly and accurately analyse information and apply economic/finance knowledge to client situations, assisting in the preparation of effective approaches to clients' economic circumstances and arriving at logical conclusions. You'll also assist in the delivery of transfer pricing and economic services through timely...

Equity Analyst And Assistant to Portfolio Manager Sandton 2024/04/17 Personal Assistant- North West Central Mafikeng 2024/04/11 Cancel Request to Remove Personal Information? Terms & Conditions Incomplete Profile You need a complete profile before you can make applications. Would you like to complete your profile now? Incomplete Applications You have incomplete applications, view the application ...

Legal Governance Associate - JhbFull job descriptionCompany DescriptionReady to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We re passionate about unlocking the power of data in order to transform lives and create opportunities for consumers, businesses and society. We re a constituent of the FTSE 30 and for more than 125 years we ve helped...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Fourways time type Full time posted on Posted 2 Days Ago job requisition id R-15963834 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 famil...

Financial Adviser AIFA (FAIS) Pipelining page is loaded Financial Adviser AIFA (FAIS) Pipelining Apply locations Lephalale time type Full time posted on Posted Yesterday job requisition id R-15962808 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 fa...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Fourways time type Full time posted on Posted 2 Days Ago job requisition id R-15963834 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 famil...

Financial Adviser AIFA (FAIS) Pipelining page is loaded Financial Adviser AIFA (FAIS) Pipelining Apply locations Thohoyandou time type Full time posted on Posted Yesterday job requisition id R-15962807 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 ...

Company Description Ready to make a difference? Experian has evolved into a global tech company and leader in data and analytics. We're passionate about unlocking the power of data in order to transform lives and create opportunities for consumers, businesses and society. We're a constituent of the FTSE 30 and for more than 125 years we've helped economies and communities flourish and we're not d...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply locations Cape Town time type Full time posted on Posted 5 Days Ago job requisition id R-15954613 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 oppor...