Our well-established client in the Financial Services sector based in Kloof, Durban is seeking the services of an experienced Advisory Assistant. This role will suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have strong administrative skills and
to legal and company accounting and financial guidelines Assist with reviewing expenses, payroll records
brand. Leading the way down the path to financial security. Assisting people to manage their wealth holistically
My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become a
Financial Advisor. The position is based in Durban North.
Job purpose/mandat
make recommendations to optimize their financial objectives. Assist clients in completing applications,
Our client a dynamic firm who belong to the Bidvest group is looking for a Debtors Clerk. This is a 3 month contract role. • Receives customer date & updates the debtors on excel spreadsheet-contact customers when required data is missing. • Files documentation i.e., invoices, delivery notes
including basic bookkeeping and financial tasks. Key Responsibilities: Assist with bookkeeping practices and
ensure smooth workflow and accurate financial reporting.
collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising with the client data, data integration, financial plan preparation, assisting with scenario planning (if competent) meetings (Financial Planner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product
collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising with the client data, data integration, financial plan preparation, assisting with scenario planning (if competent) meetings (Financial Planner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product