Administrative Assistant to Financial Planners

Wealth Administrator Job DescriptionCA Financial Appointments requires a skilled Wealth Administrator to assist in various administrative tasks.Key Responsibilities:Gathering information via the Astute system for Para-Planners and Private Wealth Managers.Monitoring takeovers and sending confirmations to providers.Sending Provider Code Application forms to...

Assistant Planner Position : Assistant Planner Department : Supply Chain Location : Cape Town, Observatory Reporting to : Projects Office Manager Purpose of the Role Provide administrative support to the Demand Planning team by leveraging exceptional organizational skills, keen attention to detail, and the ability to meet tight deadlines. KEY...

A well establish investment firm based in Newlands is seeking a Graduate Financial Planner. Duties: Work as part of a professional team in our office Assist the team of Client Portfolio Managers Preparing Investment Proposals Compile Portfolio Analyses Contact prospective clients Follow an established onboarding process to bring on new clients Continuously...

Purpose:We're looking for an administrative assistant to work as part of the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing.Competencies Required:Grade 12 essential.Industry experience is essential. Candidates with no industry experience will not be considered.A...

Wealth Administrator PositionCA Financial Appointments is seeking a suitably qualified Wealth Administrator to join their team.Responsibilities:Obtain information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeovers and send notifications to providers, confirming completion.Submit Provider Code Application forms for new...

Job Summary:We are seeking an experienced Administrative Assistant to join our team as a Client Service Specialist. In this role, you will provide administrative support to the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing.Key Responsibilities:Scheduling meetings...

Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed decisions for their financial future. No previous exerience required. High commision structures and ability to "grow your own basic salary" with second...

Key Responsibilities:Administrative Support: Schedule meetings, handle office administration, and manage correspondence with clients and service providers.Client Assistance: Assist financial planners in servicing new and existing clients, preparing documentation, application forms, and follow-ups.Data Management: File, capture client data, and update...

Job Title: Senior Financial PlannerSchedule: Monday - Friday, 8:00 AM to 5:00 PM (MST)We are seeking a Senior Financial Planner to support financial planning and forecasting initiatives. The ideal candidate is proactive, highly analytical, and detail-oriented with a hands-on approach to financial operations.Key Responsibilities:Prepare and manage cash flow...

About the RoleWe are looking for a Senior Financial Planner with strong analytical skills and experience in financial planning and analysis. The ideal candidate will possess excellent communication skills and the ability to translate complex financial data into actionable insights.

Company OverviewWealth management is a sophisticated practice that requires a high level of expertise, particularly in wealth planning. At Capital Assignments, we are committed to offering affluent clients innovative strategies that protect their assets and help them build their desired reality.Duties & ResponsibilitiesThe successful candidate will have the...

The Recruitment Council seeks a seasoned Senior Financial Planner to lead our team in delivering exceptional financial planning guidance to clients. With a focus on comprehensive wealth management, the successful candidate will be responsible for providing tailored financial advice to clients, ensuring their financial goals and planned lifestyle needs are...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.

We are seeking a highly experienced and skilled financial professional to take on the role of Lead Financial Assistant. This position requires a strong understanding of financial management principles and the ability to lead a team of financial assistants.Main Responsibilities:Lead a team of financial assistants, providing guidance and support.Develop and...

Are you a talented professional eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your...

Company OverviewOrigin Financial Group is a leading player in the South African market, specializing in customized financial solutions and advice. We pride ourselves on helping our financial advisors realize their worth and attribute our growth and performance to our incredible partners and market-leading value proposition.We present a significant...

Job BriefWe are seeking a seasoned Senior Financial Planner to join our team at Nielseniq. The ideal candidate will have a strong background in financial planning and excellent client management skills.About the RoleThe Senior Executive, Customer Success will work closely with wealth managers to develop and implement financial plans that meet the needs of...

REQUIREMENTSGrade 12, tertiary qualification will be an advantageOwn vehicle, transport and driver's licenseBoth English and Afrikaans speaking and writing skills requiredGood written and verbal communication skillsAbility to work under pressure and meet deadlinesMethodical, detailed and organised work styleProfessional corporate appearanceAble to multitask...

CA Financial AppointmentsWe are seeking an experienced Accountant to join our team at CA Financial Appointments.The successful candidate will report directly into the Financial Manager and be responsible for various accounting tasks, including cashbook processing, petty cash management, and monthly reconciliations. They will also be required to prepare...

Job OverviewWe are seeking a meticulous and strategic Financial Planner to join our team at Outside Capital in Cape Town.This is an excellent opportunity for a CA(SA) with 2 years post articles experience to showcase their analytical prowess and contribute to the company's growth and profitability.Key ResponsibilitiesDive deep into financial data analysis,...