Senior Assistant to Financial Advisor

Senior Assistant to Financial Advisor (POS24137) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements Matric Previous experience in a similar role Tertiary qualification will be an advantage Duties Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and...

Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking, and motivated Assistant for their Financial Planner / AdvisorMinimum Requirements: Grade 1 MUST have a drivers license and own reliable vehicle. Two years industry related experience and a sound knowledge of Insurance...

Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that...

**Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic, hardworking, and motivated Assistant for their Financial Planner / Advisor** **Minimum Requirements**: - Grade 12 - MUST have a drivers license and own reliable vehicle. - Two years industry related experience and a sound knowledge...

SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per month Assist with downgrades if required and only if necessary Assist with marketing campaigns, Network and obtain referrals...

Presenting a significant opportunity for _experienced_ financial advisers to grow and secure their financial practice in our organization, with a national footprint through our affiliate partners within the largest financial services organization in Africa. This means a diverse and market leading proposition that brings market leading solutions to the...

Presenting a significant opportunity for _experienced_ financial advisers to grow and secure their financial practice in our organization, with a national footprint through our affiliate partners within the largest financial services organization in Africa.This means a diverse and market leading proposition that brings market leading solutions to the adviser...

A well-established Mining Consultancy is looking for a skilled Financial Administrator to join their team. The successful Applicant will work closely with the Financial Director. **Responsibilities**: - Take charge of Accounting Function ensuring meticulous financial documents and records. - Financial Accounting - journals, bank processing and...

A well-established Mining Consultancy is looking for a skilled Financial Administrator to join their team. The successful Applicant will work closely with the Financial Director.Responsibilities: Take charge of Accounting Function ensuring meticulous financial documents and records. Financial Accounting journals, bank processing and reconciliation, VAT...

Gauteng, Fourways - R 12 000 - R 15 000 Monthly **Minimum requirements**: - Matric with mathematics - Must have excellent knowledge of investment products - Preference for investment management, financial planning, accounting, tax or CFP - At least 2+ years’ experience in a financial services environment - Knowledge of the financial services industry -...

**Job description** **Responsibilities** - Produce error-free accounting reports and present their results - Analyze financial information and summarize financial status - Spot errors and suggest ways to improve efficiency and spending - Provide technical support and advice on Staff - Review and recommend modifications to accounting systems and procedures -...

**Overview**: The role will be required to provide accurate and data-based information on the organisation’s profitability, solvency, stability and liquidity, this will be done through analysing the past and present financial data of the organization and estimating future revenues and expenditures. The role will advise on return on investment for different...

**Overview**: - To analyse financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organisation. **Qualifications**: - B Comm or B Comm Honours **Experience**: - 3 years demonstrated accounting experience - 3 years demonstrated...

**Overview**: To provide internal financial reports which provide relevant information to management to assist them in planning, organizing and controlling the efficient running of the organization. To process journals, perform reconciliations and liaise with all relevant stakeholders to ensure accurate and complete accounting records and to contribute to...

Gauteng, Fourways R R 15000 MonthlyFinancial AssistantFourwaysR12 000 to R15 000 per monthOur client in the Mining Industry is currently looking to employ a Financial AssistantMinimum requirements: Grade 12 with a Tertiary Qualification in Finance Minimum of 2 Years working experience Experience in Cashbook will be beneficial Computer literate in Pastel /...

Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNAs ...

Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirements:MatricRE5 Minimum Requirement120 CreditsDegree or diploma within the financial services/insurance/ etc space3 years of previous Paraplanner experience2 years and above of Discovery Product experienceStrong experience in...

Job Title: Senior Supervisor Location: Fourways, Johannesburg Salary Range: R18 000- R23 000 per month Key Responsibilities: 1. Financial Management: - Draw up accurate financial statements. - Process books efficiently. - Handle accounting and tax responsibilities. - Plan, assign and review staff’s work 2. Qualifications and Experience: - Bcom degree...

**Overview** Omnia’s Agriculture division, the market leader in southern Africa, comprises Omnia Fertilizer and Omnia Specialities. The division produces granular, liquid and speciality fertilizers for a broad customer base of farmers, co-operatives and wholesalers throughout southern and East Africa, Australia, New Zealand and Brazil. The division is...

Reporting to the Managing Director (MD), we are looking for a Personal Assistant to support the MD who is based in the Fourways area.Person must have integrity, honorability and have enthusiasm to learn. Must be presentable and have own car.The role requires the strictest attention to detail and outstanding time management skills as the MD is pedantic about...