Independent Financial Advisor

About the job:Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite.To provide effective and timely administrative assistance for Financial Advisors....

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs.Mandatory Criteria: Grade 1 Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) Knowledge of insurance industries Clear criminal record and credit check Attention to Detail...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs.Mandatory Criteria: Grade 1 Minimum 3 years experience in the financial sales sector or a similar role Knowledge of insurance industries Clear criminal record and credit check FAIS compliant with 120 credits or...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients.Responsibilities Process new and existing business (Investments, Risk...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.admin|assistant|insurance|investment|secretaryMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence with clients and...

Company DescriptionSGS is the world's leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 97,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world.Carrying out financial accounting and administrative duties to ensure...

Group Financial AnalystThe Group Financial Analyst will be responsible for analyzing the financial results of the group. Some of the key responsibilities include:Reviewing and challenging subsidiaries financial results, forecasts, and budgetProviding financial analysis for Retail and Web ChannelImplementing and controlling group policies and...

Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team.If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply.Requirements: Grade 12 / Matric Bachelors degree in either Business, Economics,...

BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE1 / RE5 is beneficial.Skills and experience required:At least - 3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

My client, and elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.administration|administrator|financial administrator|senior administratorMain duties and responsibilities include: Secretarial duties scheduling meetings, general office administration, correspondence...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures.The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals.This is hybrid role, with a typical day focussing on...

In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust ManagerKey Duties and Responsibilities: Manage clientt questions and queries Attend to all administrative...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients.Responsibilities: Processing of New Business and existing business (Investments, Risk Business, Medical Aid, Trusts,...

Senior Creditors ClerkThis is an urgent position, and reports to the Financial Manager.Start date: 25 April 2024Responsibilities: Manage the accounts payable process, including processing invoices, matching purchase orders, and issuing payments to suppliers. Reconcile supplier statements and resolve any discrepancies in a timely manner. Ensure compliance...

In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times. Key duties & responsibilities:Manage clients questions and queries ensuring they are addressed and responded to in an efficient and timely manner.Attend to...

business development supportKey Duties and Responsibilities: Business Development Manager Support:_ Constant management of the CRM systems to ensure account and contacts are established loaded correctly loaded, current and accurate Take responsibility for administering the Terms of Business process for all new Independent Contractors relationships and liaise...

An accounting firm specializing in Estates and Trusts are looking for an Accounting Assistant based in Somerset West, Western Cape.Min Requirements: Degree or Diploma in Accounting Accounting background MS Office Stable employment record Ability to work independently Well organised, meticulously, accurate and able to pay attention to detail essentialDuties...

An established Auctioneer company based in Somerset West is looking to employ an Debtors Clerk on a permanent basis.Responsibilities Bank reconciliation. Debtors Assisting with auctions Filing Petty Cash General Admin Duties InvoicingRequirements: Microsoft Office Degree, Diploma or certificate in Financial Accounting with at least two years' experience...

The Manager: Special Projects is responsible for accurate financial reporting to stakeholders, enhancement of profitability and providing business advice at all levels of the Company. The incumbent will be accountable for supporting the finance department's objectives of sound financial internal controls with priority to compliance to all internal policies...