Wealth Adviser Assistant

**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

Job description:Responsibilities: Gather client policy and investment information Compile logical summaries of information Research product information Assist with preparation of client proposals Load new/existing business policies Handle and solve client enquiries Diary management for new and existing business cases Diary management for wealth adviser ...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...

**Designation**: Wealth Adviser Assistant | Pretoria East, Gauteng **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 26 Jan 2024 **Reference Number**: POS37530 **Closing...

**Designation**: Wealth Adviser Assistant (ADP) | Pretoria East, Gauteng **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 25 Apr 2024 **Reference...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Gauteng, Tshwane (Pretoria)- (Market related)_ Our client in the Insurance Sector is seeking an Wealth Adviser to join their team in Pretoria - Gauteng.__ Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits);...

Job description:Responsibilities: Advise clients on medical insurance options and suitability both personal families and groups Client and group visits and induction, ongoing training and presentations to clients Assist clients with queries Arrange and attend Wellness days Ensure CRM data is up to date and accurate Yearend & ad hoc client presentations...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job description**: PSG has an...

**Job description**: **Responsibilities**: - Advise clients on medical insurance options and suitability - both personal families and groups - Client and group visits and induction, ongoing training and presentations to clients - Assist clients with queries - Arrange and attend Wellness days - Ensure CRM data is up to date and accurate - Year-end & ad hoc...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Assist clients with completing...

**Designation**: Wealth Fiduciary Adviser | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 05 May 2023 **Reference Number**: PSG-DW-VAC0163 **Closing date**: 30 Jun 2023 **Position...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals.The main objective of this role is to assist the Wealth Planners...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...