Financial Services Assistant

Tescon Financial Services, the largest and most profitable Discovery franchise in Durban, with expanding offices in Johannesburg and Capetown. Our independent brokerage for non-Discovery business has been thriving for over 30 years, thanks to our dedicated administrative staff. We are on the look out for strong Financial Advisors to take their career to the...

Our position is aimed at individuals who are looking for better prospects and is based in and around Durban. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS or...

**Responsibilities** - Provide financial planning support to clients - Prepare financial plans and check their accuracy - New business development - Relationship building **Qualifications** - NQF5 Industry recognised qualification (minimum of 120 credits) - RE 5 (preferable but not essential) - Honesty, integrity and good standing - Clear criminal record -...

**Responsibilities** - Provide financial planning support to clients - Prepare financial plans and check their accuracy - New business development - Relationship building **Qualifications** - NQF5 Industry recognised qualification (minimum of 120 credits) - RE 5 (preferable but not essential) - Honesty, integrity and good standing - Clear criminal record -...

Numsa Financial Services (NFS) is an authorised Financial Services Provider (FSP) accredited by the Financial Sector Conduct Authority (FSCA) and the Council of Medical Schemes (CMS). NFS was established in 2010, with the aim of providing members of the National Union of Metalworkers of South Africa(NUMSA) with affordable financial services products,...

Join a team of energetic financial advisers offering a very popular insurance product in the greater Durban areas. **Requirements**: Minimum of 12 Months Financial Advisor/Insurance industry experience. Matric Must be able to travel and see clients Knowledge of Financial services product-Desirable Engage in business to business - strongly...

Barko Financial Services (BFS) is a leading micro-finance institution in South-Africa, established in 1996. The group offers an ethical and innovative credit solution to formally employed employees right across the country. - Assisting clients with general queries - Issuing loans - General administrative duties **Requirements, Experience &...

A boutique accounting and consulting firm is looking for a dynamic individual to join their team to service an overseas large corporation. **Responsibilities**: - Record, verify, consolidate, and enter transactions - Prepare and record asset, liability, revenue, and expenses entries by compiling and analyzing account information - Maintain and balance...

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. **Financial Advisor Responsibilities**: - Talking to clients to determine their expenses, income and...

**The Person**: - B.Com Honours with a major in Financial Accounting. - Current knowledge of accounting and tax laws. - Min 10 years experience in bookkeeping to financial statements. - Experience in preparing VAT returns. - Knowledge of Syspro. **The Job**: Report to the Financial Accountant: - Assist with the accurate presentation of financial...

 We are searching for an organized, attentive bank teller to provide exceptional service to our customers by handling routine tasks, such as processing payments, accepting deposits, and handling withdrawals. The bank teller will respond to customer requests and inquiries, make recommendations about bank products and services, maintain and balance cash...

**Job Requirements**: - Facilitator accreditation & or 2 to 5years facilitation experience - FAIS & or RE5 completed (advantageous) - Meeting the required outcomes of the organisations wrt. sales & service targets - Understanding of debit order collection systems **Skills & Abilities**: 1.Technical - basic computer skills (MS Office). 2. Excellent verbal...

**Main Purpose of Role** Provide financial, clerical and administrative support to the finance team & other departments in order to ensure all financial processes are performed on time and in an accurate manner. **Skills required** 1. Strong communication skills with the ability to discuss any issues with a wide variety of individuals and groups....

**Job Duties/Responsibilities will include**: Capturing of bank statements, bond accounts, interest schedules Capturing supplier and customer invoices General bookkeeping Reconciliation of bank accounts, statements and invoices Reconciliation of debtors and creditors General administration Filling of documents Assisting Financial Manager Matric plus...

We're looking for an additional Sales Advisor who will be involved in educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. **Minimum requirements**: - Grade 12 - Certificate in financial planning / wealth management - RE1 and RE5 exams passed - Knowledge of...

**Reference** - PE001504/RW**Sector** - Finance**Location** - KwaZulu Natal, Durban**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Minimum Requirements/ Qualifications**: - Tertiary Degree is a pre -requisite unless very experienced (30 years). - Bachelor of Business Science or B Comm is preferable, and CFA/ CFP is an...

**Sales Consultant** Contract Junior EE position R7,500 - R17,000 pm **Responsibilities** Establish and maintain a professional relationship with clients Continue their assessment of a client's needs and business objectives Help develop initiatives to increase customer satisfaction and retention Upsell a company's services and solutions. Manage a client's...

Credit Analyst (Financial Services) Location: Durban, KwaZulu-Natal Preference will be given to previously disadvantaged candidates. A large financial services group in Durban seeks to appoint an experienced Credit Analyst. The Credit Analyst will assess credit worthiness of applicants (mortgage and other credit products) through undertaking detailed risk...

Credit Analyst (Financial Services) Location: Durban, KwaZulu-Natal Preference will be given to previously disadvantaged candidates. A large financial services group in Durban seeks to appoint an experienced Credit Analyst . The Credit Analyst will assess credit worthiness of applicants (mortgage and other credit products) through...

Credit Analyst (Financial Services) Location: Durban, KwaZulu-Natal Preference will be given to previously disadvantaged candidates. A large financial services group in Durban seeks to appoint an experienced Credit Analyst. The Credit Analyst will assess credit worthiness of applicants (mortgage and other credit products) through undertaking detailed risk...