Wealth Adviser Assistant

**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 -...

**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...

**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...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance the financial wellness of their clients across all advice-centered distribution channels.Business...

**Job description**: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

**Job description**: The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business. **Responsibilities**: - Gather Policy information - Compile a summary of information - Handle and solve client enquiries (all existing business enquiries) - Arrange...

**Designation**: Employee Benefits Adviser Assistant (ADP) | Sovereign Drive, Pretoria - Gauteng **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 15 Mar 2024 **Reference Number**: POS37675 **Closing date**: 28 Mar 2024 **Position...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

_**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...

Job ClassificationJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Self: ProfessionalFAIS AffectedFAIS Affected - YesJob PurposeTo manage clients wealth needs through an ongoing advisory process to achieve Nedbanks strategic goals of client centricity and revenue generation; as per the business strategy.Job Responsibilities•...

Be part of a dynamic, passionate, client interfacing company. We are looking for an eager Estate-, Trust-, and Wills Administrator Assistant to join PSG Trust (Pty) Ltd. This individual will assist the PSG Trust team winding up of deceased estates, trust administration and wills drafting. **Key responsibilities**: - To provide administrative service...

IntroductionA well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesLoading of new business;Handling of client queries;Client file maintenance (Computerized database and paper file systems);Client summaries and reports –ad hoc and/ or...

Desired Experience & QualificationBcom Degree in Accounting or relatedMUST speak Afrikaans and English fluentlyPackage & RemunerationR 15 000 CTC pm

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...

Marketing and Administrative Assistant to assist a Prestige Fiancial Adviser. Diary Management & Marketing. Go getter Attitude with spontanious telephone Etiquette. Insurance Industry related experience will be Beneficial. Office based in Pretoria East. Application Deadline: 2024/02/22 **Job Types**: Full-time, Permanent **Salary**: From R15 000,00...

Marketing and Administrative Assistant to assist a Prestige Fiancial Adviser. Diary Management & Marketing. Go getter Attitude with spontanious telephone Etiquette. Insurance Industry related experience will be Beneficial. Office based in Pretoria East. **Job Types**: Full-time, Permanent **Salary**: From R15 000,00 per month **Experience**: -...

**_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

Company DescriptionDiscovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as its...