Advisor Assistants Jobs in South Africa
- Gauteng (40)
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- Eastern Cape (4)
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Accounting / Finance
- Last 7 days (1)
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
Underwriter Jeffreys Bay
Ikusasa Recruitment GroupJeffreys Bay
R20000-00 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
Underwriter - Commercial Lines R20000-00
Ikusasa Recruitment GroupJeffreys Bay
R20000-00 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
Life Insurance Advisor [paraplanner] Basic Commission
Kay Solomon RecruitmentFourways
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
Life Advisor Fourways
Kay Solomon RecruitmentFourways
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
Paraplanner
Fourways
R15k - 22k per month
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements:
- Matric
- RE5 Minimum Requirement
- 120 Credits
- Degree or diploma within the financial services/insurance
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
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