Broker Financial Planner Jobs in South Africa

Personal Assistant To Financial Planner

Paarl

Assistant to Financial Planner Paarl

Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment

Excellent

Provide support services to Financial Planner

General administration / Maintain CRM

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Junior Merchandise Planner

Southgate

Responsibilities will include:

• Administrative management of the portfolio including processing of new codes and barcodes into the system, and creation and maintenance of order forms, price docs and quotes
• Planograms: participation in new installations / revamps where local stores are

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Personal Assistant To Financial Planner From 10000 To 25000 (basic) - Monthly

 Frogg Recruitment Sa

Paarl

 From 10000 to 25000 (Basic) - Monthly

Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client seeks a Personal Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment Excellent initiative Key Duties: Provide support services to Financial Planner General administration / Maintain CRM system

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Personal Assistant To Short Term Broker Commercial Products

 Resource Associates

Midrand

Personal Assistant will provide support to the Broker and Advisers in a short term brokerage firm located similar qualification Previous experience in a financial advisory – short term insurance experience essential independently as well as in a team Knowledge of financial products and market trends The ideal candidate similar qualification Previous experience in a financial advisory – short term insurance experience essential independently as well as in a team Knowledge of financial products and market trends

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Financial Clerk

Bloemfontein

Financial Administrator Pretoria East

 Main Stream Personnel

South Africa

 R 15 000

Daily, Weekly updating and submitting of financial data on financial system Petty Cash Reporting/Analysis

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Group Financial Reporting Accountant

Johannesburg

 1100000 Annually

a leading financial institution dedicated to excellence in providing innovative financial solutions.

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Financial Administrator Somerset West

 Helderberg Personnel

Somerset West

employ a half day Personal Assistant to the MD / Financial Administrator to join their dynamic team. The office and provide essential administrative and financial support. Responsibilities include: Personal Assistant the MD, ensuring easy retrieval of documents. Financial Administration Assist with processing and sending administrative support, personal assistance, or financial administration is advantageous Excellent organizational effectively. Strong attention to detail and accuracy in financial and administrative tasks. Proficiency in Microsoft

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Admin Assistant (financial Services)

Port Elizabeth

 Monthly

(Microsoft 365, SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva).

Admin Assistant (financial Services)

 Headhunters

South Africa

Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint (Microsoft 365, SharePoint, One Drive, Teams, To-do/ Planner, Adobe, X Plan, Canva). Exceptionally strong admin with regards to new and existing business for brokers. Preparation, summary and administration of quotes complete and monthly review targets met. Meet with Brokers to determine how many reviews are required for submitting of all investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers

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