Administrative Assistant For Financial Advisor Jobs in Pretoria, Gauteng
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Financial Advisor Assistant Pretoria
Hire Resolve
Pretoria
detail-oriented Financial Advisor Assistant to support our client's team of Financial Advisors in providing providing superior financial planning and investment advice to clients. The ideal candidate will have strong clients achieve their financial goals. Key Responsibilities: - Assist Financial Advisors in preparing client presentations - Conduct research and analysis on financial products, markets, and investment opportunities in a timely manner - Support Financial Advisors in developing financial plans and investment strategies
share this job on whatsappAssistant Financial Advisor Pretoria, Groenkloof
Sustainable Wealth ManagementGroenkloof
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
Assistant Financial Advisor Market Related
Sustainable Wealth ManagementGroenkloof
ambitious professional that has a passion for the Financial Services Industry. The role will be responsible individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner
Financial Advisor Liaison Consultant
Dk ConsultingPretoria
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Financial Advisor Pretoria
Dk ConsultingPretoria
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Financial Advisor - Pretoria
Vine RecruitmentSouth Africa
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
Financial Advisor Tshwane (pretoria)
Vine RecruitmentSouth Africa
Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
Administrator Assistant
FreerecruitSouth Africa
looking for a vibrant, energetic lady for an Admin Assistant position. Person must have following requirements: contact with prospects and clients. The post Administrator Assistant appeared first on freerecruit.co.za .
Administrative Assistant
FreerecruitSouth Africa
Media websites -Admin tasks -Invoices -Office Assistance -Any other duties to help round the office. The and flexible. Salary : R 7000 The post Administrative Assistant appeared first on freerecruit.co.za .
Administrative Assistant: Medical Schemes
Pretoria
Market related with experience in financial services, medical scheme knowledge or related administrative environment of g>
Client Interaction & Administration:
- Regular interaction with management to ensure the effective delivery of administrative requirements within a specified framework.
- Ensure in consultation with the Specialist Health Care Advisor.
- Recording of client interaction and updating
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