Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment and own car essential. Duties include: Diary Management Client Liaison General Administration – filing Client Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies Daily Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who
Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment and own car essential. Duties include: Diary Management Client Liaison General Administration – filing Client Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies Daily Reporting and Welcome packs for clients and Financial Advisor Sending correspondence to clients who
with a strong client network, the role of a Financial Planner will be ideal for you. We offer a defined business practise as a Financial Planner under the trusted Liberty brand. As a Financial Planner you need to assess their risk profile and provide long term financial solutions aligned with client's objectives and to study a National Diploma in Financial Planning Flexibility of managing your own business Rewarding income
A well-established accounting practice based in Westville requires an accountant to join their team. monthly bookkeeping up to trial balance, management accounts and payroll for clients. Responsible for high-level accounting duties. Preparing accounting work relating to compilations of annual financial statements Preparation and Review of financial statements in CaseWare. Compilations of Annual Financial Statements on CaseWare Preparation and Review of management accounts. Writing up of more complex accounting records of clients. Review
Debtors, Admin Assistant, Other, West Suburbs. Company Name: YS Distributors. We are an established import experienced, vibrant self-motivated Debtors/Admin Assistant to join our dynamic team. The salary offered for self-motivated, logical and pro-active. Grade 12 / National Senior Matric Certificate. Completely fluent in English
of Finance Assistant has recently opened up in our ever growing company. Finance Assistants provide support and have creative flair and writing skills. The assistant position suits highly organized and detail-oriented useful attributes for the project assistant. The post Finance Assistant/ Finance Administrator appeared
to advance your career within one of the major financial services companies in South Africa. Liberty offers structured, proactive training programme for aspirant Financial Advisers. You will be supported by a network of career in the finance industry. Provide holistic financial planning advice to private and business clients strategies, and manage individual and corporate relationships. Key Accountabilities: • Source, develop provide them with financial planning advice and solutions • Provide on-going financial planning advice
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience
Desk/Reception is effectively and efficiently managed at all times to provide members with a positive include:
to prospect new clients are essential. Being a Financial Adviser is listed as being one of the Top 10 careers Your role will entail: New business development Financial needs analysis Relationship building Build a professional Lead the way down the path to financial security Assisting people to manage their wealth holistically Provide