Independent Financial Advisor

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

In these trying times, Be a beacon of hope. Start your career as a Financial Adviser at Liberty We are looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing clients and making sure their families are taken care of if the unforeseen happens, with a specific focus on their Risk, Retirement Annuities, Investments and...

Looking for a challenge? Start your career as a Financial planner at Liberty I am looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Risk, Retirement Annuities, Investments and Estates planning needs. This long term career opportunity is ideal for...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from being a South African life insurer to a pan-African financial services company, offering asset management,...

Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...

What is it like being a Liberty Financial advisor Gives you the freedom and flexibility to plan you own day and write your own salary at the end of each month. This amazing opportunity gives you that work live balance everyone is seeking, and provides you with more time for Family, Travel. A satisfying career that makes a difference in peoples lives. If you...

**Duties and Responsibilities**: - Management of the appointment process - Management of the booking in process - Preparation for the completion of work - Monitoring the vehicle repair/maintenance process - Completing, hand-over of vehicles and follow-up with customers - Management of the process to ensure CSI - Adhere to Dealer Standards **Minimum...

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty...

**Company Description** Company Description** H&M is a fashion brand that offers the latest styles and inspiration, from fashion pieces and unique designer collaborations to affordable wardrobe essentials. Our business idea is fashion & quality at the best price in a sustainable way. Learn more about H&M here. **Job Description** Job Description** A Sales...

Looking for a challenge? Start your career as a Financial planner at Liberty I am looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Risk, Retirement Annuities, Investments and Estates planning needs. This long term career opportunity is ideal for...

Job Description:About UsHelderberg Personnel cc seeks a highly skilled and experienced Senior Bookkeeper to join our team. As a trusted advisor, you will play a critical role in maintaining accurate financial records, ensuring timely submissions, and driving business growth.About the RoleWe are looking for a seasoned Senior Bookkeeper to take charge of our...

Job title: Financial Administrator Job Overview: As a Financial Administrator, you will be responsible for maintaining financial records, handling accounts payable and receivable and assisting in the overall financial management of the organisation. Your attention to detail, proficiency with financial software, and ability to work independently will be...

· Maintain accurate records of financial transactions and documentation · Update and maintain financial databases · Assist with the management of debtors and creditors such as processing invoices, payments and reconciliations · Monitor and follow up any outstanding payments and resolve discrepancies · Collaborate with the financial team to ensure the...

**_HALF DAY _**: financial administrator|financial assistant - Tertiary qualification in Finance / Accounting will be an advantage - Computer literate (Xero and MS Excel) - Ability to work under pressure - Independent thinker - Honest and high integrity - Own vehicle and valid drivers license - Fully Bilingual (Afrikaans and English) **Duties include, but...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. financial services administrat|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and...

Well established national company based in Somerset West has a vacancy for a Financial Administrator with at least two years strong financial administration experience to join their team finance administrator|financial administrator|financial assistant **Requirements**: - Grade 12 with accounting will be an advantageous - Tertiary qualification in finance...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. administration|insurance Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...