Paraplanner & Admin Support for Financial Advisor

Our client in George is seeking a DiscoveryAssistant / Paraplanner to provide administrative and technical support to a Financial Advisor. The ideal candidate will be organised, detail-orientated, and committed to delivering excellent client service while managing time-sensitive tasks. Description : To provide administration and support to the Financial...

Description:To provide administration and support to the Financial Advisor by building strong client relationships, delivering superior client service, and applying technical and product knowledge effectivelyKey ResponsibilitiesAreas of responsibility may include, but are not limited to:Ensuring all work is completed accurately, comprehensively, and within...

Role Overview The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who entrust their financial futures to them. The role requires formal in-house training, completion of prescribed Regulatory exams, accreditation with the...

Job Summary: The Operations and Admin Manager is responsible for overseeing and coordinating the daily functions of operations, administration, customer service, procurement, and warehouse management. This role ensures effective implementation of processes, adherence to company policies, and supports the overall operational goals of the business.Key Job...

A leading financial services institution in Western Cape is seeking an experienced financial advisor to provide tailored life assurance solutions and manage client portfolios. The ideal candidate should have expertise in client relationship management and the ability to conduct financial needs analyses. This position offers an opportunity to substantially...

Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Gqeberhatime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 31, 2025 (30+ days left to apply)job requisition id: R38309# **Job Description**To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and...

A leading financial institution in South Africa is looking for a Private Wealth Advisor to deliver comprehensive banking and financial solutions to clients. The ideal candidate will have a relevant degree and 3-5 years of experience in financial advising. Responsibilities include conducting client reviews, achieving profit targets, and fostering...

A leading financial institution is seeking a Private Wealth Advisor to deliver exceptional client experiences in wealth management. The role requires strong financial advising skills, a relevant degree, and 3 to 5 years of experience in financial services. The advisor will provide holistic advice to clients, identify growth opportunities, and achieve revenue...

Job SummaryThe Administration Manager is responsible for overseeing and coordinating the daily functions of operations, administration, customer service, procurement, and warehouse management. This role ensures effective process implementation, adherence to company policies, and supports the overall operational goals of the business.Key Responsibilities1....

A financial services company in George, South Africa is seeking a Senior Accountant to support their accounting team and manage financial statements for clients. The ideal candidate will have a degree in Accounting, at least 5 years of experience, and extensive knowledge of VAT laws and payroll administration. Excellent computer skills and bilingual...