Personal Assistant to a Financial Advisor

4 weeks ago

Potchefstroom, South Africa Multiform Human Development Full time

**Remuneration**:
**Nature of employment**:
The successful incumbent will be employed on a permanent basis after completion of a probationary period.

**Experience**
The successful incumbent will have at least two (2) or more years experience as a Personal Assistant preferably within the Financial Services industry OR a B-degree with at least two (2) or more years experience as a Personal Assistant.

**Formal education and qualifications as a minimum requirement**
- Matric
- A B-degree within the Financial Services
- Successfully completed the Regulatory Exam for representatives (RE5) exam would be advantageous
- Must be computer literate on a basic to intermediary level on Microsoft software
- Must have excellent interpersonal, time management and organisational skills
- Must be able to work independently with the ability to multitask and prioritise workloads
- Must have the ability to follow established processes
- Own transport and cellular telephone is mandatory

**Inherent requirements and skills applicable to this vacancy**
- Excellent analytical skills
- Excellent communication skills
- A sound understanding of various financial policies, products and portfolios
- Passionate about customer care
- Ability to work independently
- Attention to detail
- Innovative, outgoing and a dynamic persona

**Responsibilities**
- Keeping of electronic diary and organizing the advisors time management;
- Preparing of reports, presentations, and other correspondence;
- Coordinate engagements and events, keeping of notes, scheduling of meetings, booking of venues etc;
- First point of contact with client enquiries;
- Maintain client relations;
- Record keeping of client data on relevant data base system;
- Preparation of client files according to legislation;
- Liaising with staff and suppliers when necessary.
- Attending to client consultations for new business and service-related needs;
- Maintaining of existing business;
- Establishing and defining a professional relationship with clients;
- The implementation of financial planning recommendations;
- The monitoring of the financial planning recommendations;
- Oversee the administration of a financial planning practice, including but not limited to compliance, revisions, marketing opportunities, etc.

  • Personal Assistant to a Financial Advisor

    2 weeks ago

    Potchefstroom, North-West, South Africa Multiform Human Development Full time

    Remuneration:Nature of employment:The successful incumbent will be employed on a permanent basis after completion of a probationary period.ExperienceThe successful incumbent will have at least two (2) or more years experience as a Personal Assistant preferably within the Financial Services industry OR a B-degree with at least two (2) or more years experience...

  • Personal Assistant for Advisors

    1 week ago

    Potchefstroom, South Africa Pro Personnel Full time

    **North West**, Potchefstroom** **16000 - 22000 (Market related, Negotiable)** We are recruiting a Personal Assistant for Advisors **Qualifications**: Relevant experience in the Insurance/Wealth Environment Relevant RE exam qualifications would be an added advantage **Experience** Experience in Investments and long term insurance industry Experience in...

  • Personal Assistant for Advisors

    2 weeks ago

    Potchefstroom, North-West, South Africa Pro Personnel Full time

    North West, Potchefstroom** Market related, Negotiable)We are recruiting a Personal Assistant for AdvisorsQualifications:Relevant experience in the Insurance/Wealth EnvironmentRelevant RE exam qualifications would be an added advantageExperienceExperience in Investments and long term insurance industryExperience in Long term insurance productsExperience in...

  • Personal Assistant

    4 weeks ago

    Potchefstroom, South Africa Info Personnel Full time

    A wealth management company in **Potchefstroom**, who specialize in **Lifestyle Financial Planning and Investment Services**, is looking for a Personal Assistant to join their team. **Experience***: - Investment and Long Term Insurance - Unit Trust Investment and Retirement Industry - Retirement Industry - Relevant long term insurance products **Duties...

  • Salaried Financial Advisor

    4 days ago

    Potchefstroom, South Africa Fokus Personnel CC Full time

    Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply. After a 12 Month mentorship programme, there can be possible immigration...

  • Salaried Financial Advisor

    2 weeks ago

    Potchefstroom, North-West, South Africa Fokus Personnel CC Full time

    Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to apply. After a 12 Month mentorship programme, there can be possible immigration...

  • Medical Aid Advisor

    4 weeks ago

    Potchefstroom, South Africa Info Personnel Full time

    A wealth management company in **Potchefstroom**, specializing in Lifestyle Financial Planning and Investment Services, has a position available for a **Medical Aid Advisor**. **Experience***: Previous working experience as a Medical Aid Advisor or Assistant to an Advisor. **Requirements**: CFP and RE-Exams **Duties include but not limited to***: -...

  • Junior Financial Product Consultant

    4 weeks ago

    Potchefstroom, South Africa Woolworths Financial Seervices Full time

    **About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...

  • Junior Financial Product Consultant

    2 weeks ago

    Potchefstroom, North-West, South Africa Woolworths Financial Seervices Full time

    About usWoolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to other...

  • Medical Aid Advisor

    1 week ago

    Potchefstroom, South Africa Pro Personnel Full time

    **North West**, Potchefstroom** **R 20000 (Market related, Negotiable)** We are recruiting a Medical Aid Advisor for Potch **Qualifications**: Grade 12 RE Exams & CFP **Experience** Experience as a Medical Aid Advisor / Assistant to an Advisor All medical aid related issues from new business / queries etc Managing the medical aid department with +- 1000...

  • Medical Aid Advisor

    2 weeks ago

    Potchefstroom, North-West, South Africa Pro Personnel Full time

    North West, Potchefstroom**R Market related, Negotiable)We are recruiting a Medical Aid Advisor for PotchQualifications:Grade 12RE Exams & CFPExperienceExperience as a Medical Aid Advisor / Assistant to an AdvisorAll medical aid related issues from new business / queries etcManaging the medical aid department with members on scheme For more information...

  • Executive Personal Assistant

    4 weeks ago

    Potchefstroom, South Africa Nova Life (Pty) Ltd Full time

    We are seeking a dynamic and highly skilled Executive Personal Assistant to join our team and support the CEO and Senior Management in efficiently running the business. - **Primary responsibilities will include (but are not limited to)**:_ - Administrative duties such as logbooks, scheduling, and basic administrative tasks. - Shopping duties such as running...

  • Executive Personal Assistant

    3 weeks ago

    Potchefstroom, South Africa MiProfile LLC Full time

    **Responsibilities**: 1. **Schedule Management**: - Efficiently manage calendars, appointments, and meetings for executives. - Prioritize and coordinate conflicting schedules to optimize productivity. 2. **Communication**: - Act as a primary point of contact between executives and internal/external stakeholders. 3. **Travel Coordination**: - Arrange and...

  • Marketer/student Advisor

    3 weeks ago

    Potchefstroom, South Africa Potchefstroom Academy Full time

    Are you a dynamic, creative, driven marketer with a passion for results? Do you thrive in a dynamic and fast-paced environment? Look no further! We have an exciting opportunity for a talented Student Advisor to join our private tertiary institution and make an impact. **Position: Marketer/Student Advisor** *Location: Potchefstroom, North West * Our...

  • Commissioned Financial Advisor

    4 weeks ago

    Potchefstroom, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to...

  • Student Advisor and Marketer

    2 weeks ago

    Potchefstroom, North-West, South Africa Potchefstroom Academy Full time

    Are you a dynamic, creative, driven marketer with a passion for results? Do you thrive in a dynamic and fast-paced environment? Look no further We have an exciting opportunity for a talented Student Advisor to join our private tertiary institution and make an impact.*Position: Marketer/Student Advisor*Location: Potchefstroom, North WestAbout UsOur private...

  • Financial Admin Assistant

    2 weeks ago

    Potchefstroom, North-West, South Africa CFAM Technologies Full time

    Company DescriptionJob Description: Update financial spreadsheets with daily transactions. Track Credit Card purchases and reconcile bank statements. Processing purchase orders, supplier invoices, expenses claims and account payments. Processing sales orders, proforma and tax invoices. Assist financial management team with credit and debtor's control....

  • Branch Administrator

    2 weeks ago

    Potchefstroom, North-West, South Africa Sanlam Full time

    What will you do?PURPOSE OF THE ROLETo provide various operational, administrative, and reporting activities across all channels to support the effective and efficient working of the branches and advisors. Key ResponsibilitiesOn boarding and administration of advisor/SAI's and new broker contracts:Conduct the required checks for all new appointments, which...

  • Branch Manager

    2 weeks ago

    Potchefstroom, South Africa Metropolitan Life Full time

    **Introduction** Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but...

  • Sales Coordinator

    2 weeks ago

    Potchefstroom, North-West, South Africa Cashbuild Full time

    About the job Sales Coordinator:Job Description:Grow sales through constant Customer interaction; costing of building plans and issuing Customers with accurate quotations. Ensuring that all housekeeping and merchandising standards are maintained at all times. Ensuring a cost effective and efficient delivery service.Requirements: Grade 12 plus 5 (five) years...