Paraplanner / Financial Adviser Assistant

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE (2023) WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics,...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE (2023) WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics,...

IntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience & Qualification• Matric Qualification• BCom Degree (Required)• CFP - Diploma in Financial Planning (Advantage)• Can read and speak Afrikaans and English (Required)• Previous working...

Liberty is looking for Advisers to come and join its dynamic team of Financial Advisers around Gauteng. Roles and Responsibilities: · Successful candidates will be running their own professional practice under the Liberty umbrella and getting ...Minimum Requirements: · National Senior Certificate (Grade 12). · Minimum of 2 years Sales experience. · Valid...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE (2023) WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics,...

**Purpose of the Job**: To assist the department in ensuring that the approved authorised Financial Services Providers (FSPs) and their Compliance Officers complies with the Financial Advisory and Intermediary Services (FAIS) legislation. The person appointed to this position will report to the Manager. **Key Performance Areas**: - Monitor compliance with...

**Purpose of the Job**: To assist the department in investigating complaints of alleged contraventions of the Financial Sector Regulation Act and other sector laws whilst upholding the quality and integrity expected of the Financial Sector Conduct Authority. The person appointed to this position will report to the Manager. **Key Performance Areas**: -...

**Designation**: Wealth Adviser Assistant | Pretoria, Gauteng **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 26 Jun 2023 **Reference Number**: PSG-DW-VAC0185 **Closing date**: 10 Jul 2023 **Position...

**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...

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...

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...

**Purpose of the Job**: To advise the Market Infrastructure and OTC Derivatives providers internally on a wide range of practices, conduct and concerns affecting the industry and allied activities. The person appointed to this position will report to the Legal Manager. **Key Performance Areas** - Identify shortcomings and anomalies to regulatory framework...

Purpose of the Job To advise the Market Integrity Division internally on a wide range of practices, conduct and concerns affecting the industry and allied activities of the financial markets. The person appointed to this position will report to the Senior Legal Manager. **Key Performance Areas** - Identify shortcomings and anomalies to regulatory framework...

Position: Financial Administrator Location: Lynwood, Pretoria Employment Type: Fixed-term Contract   Job Overview: We are seeking a motivated Financial Administrator to become a valuable part of our finance team. This is an excellent opportunity to gain hands-on experience, enhance your skills, and contribute to the financial success of our...

Position: Financial AdministratorLocation: Lynwood, PretoriaEmployment Type: Fixed-term Contract Job Overview:We are seeking a motivated Financial Administrator to become a valuable part of our finance team. This is an excellent opportunity to gain hands-on experience, enhance your skills, and contribute to the financial success of our organisation.As a...

**Are you a Financial Assistant looking for a new challenge?** Do you have Matric and at least 3 years experience in a financial assistant position? Do you have above average computer literacy levels and more than 2 years experience working on Pastel Evolution? Then maybe this is the challenge you are looking for. The successful person will be...

Urgently looking for a Financial Assistant to join one of our ICT client in Pretoria. **Responsibilities**: - Capturing of expenses and claims on Pastel and excel sheets (Goods Received Vouchers, Invoices, Credit Notes, Return to Suppliers) - Assist with creditors reconciliations and allocations - Basic Bookkeeping (including bank reconciliations) - Assist...

The OfferJoin a market leader within InsuranceFlexible working optionsOpportunity within a company with a solid track record of performanceThe JobYou will be responsible for : Partnering with the client relationship managers to provide timely and relevant investment advisory services to clients.Conduct financial assessments.Develop personalized plans,...

**INVITATION FOR APPLICATIONS**: MEMBERSHIP OF THE FINANCIAL SECTOR CONDUCT AUTHORITY’S SOCIAL AND ETHICS SUBCOMMITTEE (1 VACANCY) The FSCA’s Social and Ethics Subcommittee was established in terms of section 68(2) of the Financial Sector Regulation Act, No. 9 of 2017, to advise the Executive Committee (EXCO) of the FSCA on social and ethics matters...

**Purpose of the Job**: To conduct or assist with forensic regulatory investigations or preliminary investigations, within the financial services industry (financial markets, insurance, collective investment schemes, hedge funds, pension funds and financial and advisory services) and to take responsibility for the regulatory and enforcement action, following...