Wealth Adviser Assistant Pretoria East, Gauteng

**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...

**Designation**: Wealth Adviser Assistant (ADP) | Faerie Glen, Pretoria, Gauteng **Category**: Adviser Development Programme **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 17 Sep 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 -...

**Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's...

**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 -...

**Designation**: Senior Administrator | Faerie Glen, Pretoria, Gauteng | Permanent **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 05 Nov 2024 **Reference Number**: POS39069 **Closing date**: 15-Nov-2024 **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...

**Designation**: Insure Adviser Assistant (ADP) | Centurion, 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**: 06 May 2024 **Reference Number**: POS37757 **Closing...

The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ability to commute/relocate: - Pretoria,...

Advert Reference: P13891 Phlebotomist - Pretoria East Job Title: Phlebotomist - Pretoria East - Closing Date: 2024/10/09 - Position Available From: 2024-09-30 - Area: Pretoria East - Actual Place Of Work: Pretoria East - Position Type: Full-Time - Weekly Hours: 45 - Time Conditions: 5 day Work Week (South Africa) - Purpose of Position: To provide...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Rental Agent Assistant **to join their team in **Pretoria**. **To qualify for this position, you need**: - Matric - At least 2 years of experience in administration - Great administrative skills - Excellent communication skills and telephone etiquette **Duties...

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...

Advert Reference: P13770 Phlebotomist (Rotating) - Pretoria East Job Title: Phlebotomist (Rotating) - Pretoria East - Closing Date: 2024/09/19 - Position Available From: 2024-09-10 - Area: Pretoria East - Actual Place Of Work: Pretoria East - Position Type: Full-Time Flexible Work Week - Weekly Hours: 45 - Time Conditions: 5 day Work Week (South...

**Gauteng**, PTA - East** **R 10000 - R 15000 Monthly Cost To Company (Market related, Negotiable)** An award winning and highly reputable wealth management and financial advisory firm based in Pretoria East requires an** Administration Clerk** to assist in general administration in the financial planning division. The position requires an organised,...

**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...

**Job Overview**: **Date Posted**: Posted 16 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Pharmacy Key Account Manager (Pretoria East)- Closes: 30 September 2024**Education Level**: Diploma- **Job Level**: Intermediate- **Minimum Experience**: 5- 7 Years**Pharmacy Key Account Manager required in Pretoria East.**: My Client, a leading medication...

Job Overview - Date Posted: Posted 16 hours ago - Location: Pretoria, Gauteng - Job Title: Pharmacy Key Account Manager (Pretoria East) - Closes: 30 September 2024 - Education Level: Diploma - Job Level: Intermediate - Minimum Experience: 5- 7 Years Pharmacy Key Account Manager required in Pretoria East. My Client, a leading medication adherence company...

Advert Reference: P13683 Branch Admin Officer - Pretoria East Job Title: Branch Admin Officer - Pretoria East - Closing Date: 2024/09/11 - Position Available From: 2024-09-02 - Area: Pretoria East - Actual Place Of Work: Pretoria East - Position Type: Full-Time Flexible Work Week - Weekly Hours: 45 - Time Conditions: 5 day Work Week (South Africa) -...

**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...