Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services
To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
Advisor for their client. The Service Advisor is responsible for assisting customers with their vehicle service
· CIPC filings including:
-Annual returns
-Beneficial ownership registers
-Directors amendments
-MOI amendments
-Incorporation of new companies
- Deregistration's
· Maintaining securities register and company information on GreatSoft, preparation of
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
The Financial Advisor will be responsible to provide underwriting and sales assistance to the Broker
Reference: PTA002975-CB-1 Based in Menlyn, a professional and independent financial services company is currently seeking a Key Individual. This role involves managing and supervising a network of independent advisors, focusing on compliance and administrative responsibilities to support advisors in
Required Qualifications and Experience:
Reference: PTA002975-CB-1 Based in Menlyn, a professional and independent financial services company is currently seeking a Key Individual. This role involves managing and supervising a network of independent advisors, focusing on compliance and administrative responsibilities to support advisors in