Financial Advisor Assistant Jobs in South Africa
- Gauteng (23)
- Western Cape (18)
- Kwazulu Natal (5)
- Mpumalanga (1)
- North West (1)
- Free State (1)
- Accounting / Finance (11)
- Sales (5)
- Last 7 days (5)
Assistant Financial Advisor Pretoria
Creative Leadership Solutions
Pretoria
Assistant Financial Advisor Introduction One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literac
share this job on whatsappSenior Assistant To Financial Advisor
Fourways
R15k - 22k per month + comm + incentives
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 advant
Broker Assistant | Assistanto Financial Advisor R15k - R22k Incentives Commission
Kay Solomon RecruitmentFourways
R15K - R22K + incentives + commission Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Client Support Specialist
Pretoria
22 000 Monthly
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 Exce
Wealth Manager's Assistant
Cape Town City Centre
30000 Monthly
Key Responsibilities:
- Administrative support to Wealth Manager:
- Prepare and collate new client onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise with external and internal providers on client spec
Client Support Specialist
Green Marble Recruitment ConsultantsSouth Africa
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 idea
Client Support Specialist Tshwane (pretoria)
Green Marble Recruitment ConsultantsSouth Africa
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 idea
Paraplanner Durbanville
The Talent ExpertsDurbanville
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
Paraplanner Market-related
The Talent ExpertsDurbanville
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
Business Manager Vereeniging
Old Mutual Personal Financial AdviceVereeniging
development of financial advisors. Building and sustaining a productive team. Assist with General Practice
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