Wealth Adviser Assistant

**Lonfin Wealth** are looking for exceptional people to help South Africans to live with confidence. Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the next level. We have an incredible value proposition...

Lonfin Wealth is an accredited Sanlam FranchiseLonfin Wealth are looking for exceptional people to help South Africans to live with confidence.Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the next level.We...

**Lonfin Wealth is an accredited Sanlam Franchise** **Lonfin Wealth** are looking for exceptional people to help South Africans to live with confidence. Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the...

Lonfin Wealth is an accredited Sanlam Franchise Lonfin Wealth are looking for exceptional people to help South Africans to live with confidence. Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the next...

To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. **Responsibilities**: Reception duties: - Answer and redirect all incoming calls, taking messages. - Receive and dispatch postage and parcels - Receive and Scan documents of...

The position is a combination of an administration support, data capture, query resolution processes, client liaison and general office support. **Responsibilities**: - Generate and follow up iComply documentation and update CRM - Capturing of: - Monthly billing statements - Suspensions and reinstatements (including SMS communication to members) - Gap...

**Financial Advisers** We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and...

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Updating client portfolios Assist with planning and recommendation to clients on their portfilioPortfolio constructionLiaise with clients Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.Ensuring accurate and updated client information is kept at all times.

Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:...

Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...

**Direct Reporting Line**: Head: Academic Operations **Varsity College** is an educational brand of The Independent Institute of Education (The IIE). The IIE enjoys the reputation of being at the forefront of private higher education in South Africa, and is registered with the Department of Higher Education and Training (DHET) to provide higher education...

Job Requirements Grade 12 (Critical) Diploma in Process EngineeringTechnical skills and specialist knowledge:Knowledge of MS OfficeKnowledge of problem-solving tools.Risk based thinking.Ability to interpret technical drawingsExperienceExperience in a Production Engineering EnvironmentExperience in a Manufacturing / Fabrication EnvironmentDesign /...

Job Requirements Grade 12 (Critical) Diploma in Process EngineeringTechnical skills and specialist knowledge:Knowledge of MS OfficeKnowledge of problem-solving tools.Risk based thinking.Ability to interpret technical drawingsExperienceExperience in a Production Engineering EnvironmentExperience in a Manufacturing / Fabrication EnvironmentDesign /...

Job Requirements Grade 12 (Critical) Diploma in Process Engineering Technical skills and specialist knowledge: Knowledge of MS Office Knowledge of problem-solving tools. Risk based thinking. Ability to interpret technical drawings Experience Experience in a Production Engineering Environment Experience in a Manufacturing / Fabrication Environment...