Wealth Planning Assistant Jobs in South Africa
- Western Cape (10)
- Gauteng (5)
- Kwazulu Natal (2)
Accounting / Finance
- Ultra Personnel : Pharmaceutical, Insurance, Engineering
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
Financial Risk Consultant Cpt - Cbd
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company Fiduciary partners) within the client bases of their panel of financial planning partner's practice Prepare comprehensive advice This will include specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) term insurance leads from the company's financial planning partners On receipt of the client's consent, refer
Financial Advisor And Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company Fiduciary partners) within the client bases of their panel of financial planning partner's practice Prepare comprehensive advice This will include specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) term insurance leads from the company's financial planning partners On receipt of the client's consent, refer
Financial Advisor And Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
within the client bases of their panel of financial planning partner's practice Prepare comprehensive advice This will include specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) term insurance leads from the company's financial planning partners On receipt of the client's consent, refer
Financial Risk Consultant Durban
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
within the client bases of their panel of financial planning partner's practice Prepare comprehensive advice This will include specialist areas such as Estate Planning (in conjunction with the Company Fiduciary partners) term insurance leads from the company's financial planning partners On receipt of the client's consent, refer
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