Wealth Planning Assistant Jobs in South Africa
- Western Cape (10)
- Gauteng (5)
- Kwazulu Natal (2)
Ultra Personnel : Pharmaceutical, Insurance, Engineering
- Last 7 days (8)
- Last 3 days (8)
Paraplanner Kloof
Ultra Personnel : Pharmaceutical, Insurance, Engineering
Kloof
tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client client reviews, assisting with records of advice, and ensuring compliance with the Company's Endorsed Advice (capturing sheets, etc.) Produce clients' comprehensive wealth position Management of joint entities on the Company's
share this job on whatsappParaplanner - Kloof Kzn
Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof
tertiary education or courses Exposure to financial planning The Paraplanner supports the Financial Planner closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client client reviews, assisting with records of advice, and ensuring compliance with the Company's Endorsed Advice (capturing sheets, etc.) Produce clients' comprehensive wealth position Management of joint entities on the Company's
Commissions Administrator
Ultra Personnel : Pharmaceutical, Insurance, EngineeringNorth Johannesburg
organisation within the "financial services and wealth management industry" requires a Commissions Administrator income processing, distributed to the Financial Planning Partners. The incumbent plays a critical role organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners
Administrator Jhb - Northern Suburbs
Ultra Personnel : Pharmaceutical, Insurance, EngineeringNorth Johannesburg
organisation within the "financial services and wealth management industry" requires a Commissions Administrator income processing, distributed to the Financial Planning Partners. The incumbent plays a critical role organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Financial Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners
Pa Cpt - Cbd
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload to clients as stipulated in the client management plan. (Auto communication registration and health keeping)
Insurance Pa - Half Day Role
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial Planner. Upload to clients as stipulated in the client management plan. (Auto communication registration and health keeping)
Customer Service Coordinator Durban
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
Commercial control of Service contracts Operational planning and maintenance, including requesting quotations for repairs to vehicles, vehicle branding, etc Assisting Customer Service Administrator in compiling supporting Pro-active approach of services/customers support Planning of engineer/apprentice pool Asset control for for Customer Service department Operational assistance to the Technical Advisors Handling of service requests requests. Arranging of service attendances Planning of engineer pool Preparation of project specific documentation
Electrical Projects Manager Jhb - Northern Suburbs NEW
Ultra Personnel : Pharmaceutical, Insurance, EngineeringNorth Johannesburg
manufacturing and project execution phases from planning to close-out stage in an economical and efficient specifications, codes of practice, standards, quality plans and programs, within timeline and budget whilst project schedule updates and monthly reports Project Planning Prepare Tenders for electrical installation contracts upon Contract Establishment. Create a detailed work plan which identifies and sequences the activities needed to the activities. Coordinate and chair project planning meetings and project site visits to liaise on
Parts Controller Jhb - Eastern Suburbs NEW
Ultra Personnel : Pharmaceutical, Insurance, EngineeringSouth Africa
divisions regarding parts technical requirements Assisting customers (Internal and External) with information technical terms Teamwork Strategic thinking Project planning Forward thinking Monthly plus Basic salary, medical
Sales Representative For Powder Coating Industry
Ultra Personnel : Pharmaceutical, Insurance, EngineeringSouth Africa
existing customers on upcoming projects Consult and assist internal sales / office personnel and management streamline the performance and production output and to assist with energy efficiency of the clients paint plant issues discussed Follow up on quotes and projects Assist with the up keep and maintenance of the iso 9001
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