Personal Assistant to Financial Planners

Minimum Requirements:2+ years working experience within the same or similar role (insurance)Must have knowledge and experience working with FAIS ActKnowledge and/or experience working with Allan Gray, Ninety-One (previously Investec Asset Managers), Old Mutual Wealth, Portfolio Metrix (Discretionary Fund Manager), Sanlam Glacier, Stanlib, InvestmentsComputer...

Minimum requirements: Grade 12 or equivalentTertiary qualification in Finance or AdministrationExperience working on a CRM system, preferably XPLANExperience working on Astute will be beneficialDuties: Reception:Stand in occasionally when receptionist is on leave or in training.Effective and efficient reception dutiesManage and prioritize incoming and...

Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...

Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...

R20 000 > R Commission (excellent earning potential)Our client, looking to fill the role of Senior Para-Planner in their branch based in Irene, PretoriaPurpose of the role: To carry out the day-to day administrative, customer services, research and operational tasks and to provide Senior and Junior Planners with internal advice services:Research on...

Join our client's dynamic team as a Senior Case Manager / Certified Financial Planner (CFP) / Senior Adjudicator and play a key role in driving the resolution of complaints within the organization. Reporting to the General Case Manager (Teams Resolution Manager), this position offers a stimulating work environment and an opportunity for professional...

Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal...

Press Tab to Move to Skip to Content Link Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride...

Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria.Benefits Included: Basic Salary Medical Insurance Uncapped commission Performance bonus Workrelated incentives for top performers Minimum 12 months experience in a Financial Services / Insurance industry in a sales role Minimum 2 years field sales...

Gauteng, Pretoria East R R23800 Monthly Cost To CompanyOur client, who is a leader in their industry, is looking for a Personal Assistant/Financial Assistant to join their team at their Pretoria East office.Requirements: 2 Years relevant experience. (Personal Assistant and Finance) Pastel, NAV or similar financial system experience. Computer literate in MS...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Do you value your autonomy? Do you derive satisfaction in seeing others achieving their goals? If you answer is YES to any of these questions, then be part of the change and join an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience that will be dedicated to your personal success no better platform is...

The Resource Planner is responsible for the planning of Audit staff for audits, stock counts, and training on the scheduling tool/planning board in the Johannesburg Office.Reporting to the Operations Manager; Audit, the Resource Planner is inter alia responsible for; Planning of audit employees on audit engagements Compiling a staff compliment for new audits...

Job Number 69117Job Type PermanentJob Title Personal AssistantComputer Skills MS OfficeIndustry Shelving/RackingCity Tshwane (Pretoria)Province Gauteng Personal Assistant with special focus on Sales and Marketing Managing the employer's schedule: The personal assistant is responsible for managing the employer's calendar, scheduling appointments and meetings,...

Are you a Financial Assistant looking for a new challenge?Do you have Matric and at least 3 years experience in a financial assistant position?Do you have above average computer literacy levels and more than 2 years experience working on Pastel Evolution?Then maybe this is the challenge you are looking for.The successful person will be responsible for the...

Exec PA (Personal Assistant) required to assist CEO and CEO of large Facilities & Catering Company based in Kempton Park.Key Performance Areas:Organize and prepare for meetingsCoordinate travel arrangementsProvide daily support to CEO and CFOResponsible for general office administrationManage Boardrooms bookingsCoordinate office eventsRequirementsMinimum...

My client in the mining sector is looking to fill in the below rolePersonal Assistant to CIOStart: ASAPDuration: Initial 3 months with option to extendJob Summary:As the Personal Assistant to the CIO, you will play a crucial role in providing administrative and operational support to ensure the efficient functioning of the CIO's office and his core team....

Our expanding accounting and audit client, based in Pretoria East is currently looking for an office based Personal and Office Assistant to join their professional and dynamic teamQualification required:BCom / BTech or similar degree preferrable in Financial Management, Accounting or similar field of studySecretarial course or certificate is beneficialSkills...

Purpose of the Job:To assist the department in ensuring that the approved authorised Financial Services Providers (FSPs) and their Compliance Officers complies with the Financial Advisory and Intermediary Services (FAIS) legislation. The person appointed to this position will report to the Manager.Key Performance Areas: Monitor compliance with legislation to...