Financial Planning Assistant

**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 Summary**We are looking for a Financial Planning Specialist to join our team at Goldman Tech Resourcing.As a key member of our financial services team, you will assist clients with their tax returns and compliance needs. This is an exciting opportunity to work with a variety of clients and to develop your skills in financial planning.**About the...

Responsibilities: Deceased Estates - Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. - The administration and unwinding of new and existing deceased estates. - To liaise and advise clients, heirs, financial advisors on the administration of...

**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**: The Adviser...

**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...

**Financial Assistance - Pretoria - R440 513pa** **6 - 9 Month Fixed Term Contract** **Operational finances**: - Receive invoices and supporting documentation for payment. Follow up on outstanding documents. - Check invoices for correctness, verification, and process. - Ensure that payments to service providers and consultants are processed within the...

Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy **Job Types**: Full-time, Permanent **Salary**: R12,000.00 - R50,000.00 per month Ability to commute/relocate: - Pretoria, Gauteng: Reliably commute or planning to relocate before starting...

About the RoleWe are seeking an experienced Financial Manager to join our team at Dante Personnel in Midrand. As a key member of our finance department, you will be responsible for providing strategic financial guidance and ensuring the effective management of our company's finances.ResponsibilitiesDevelop and implement financial plans to drive business...

**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...

To conduct or assist analyses of electronic and other records (phone records, bank accounts, etc) in support of investigations within the financial services industry (financial markets, insurance, collective investment schemes, hedge funds, pension funds and financial and advisory services). Persons appointed to these positions will report to the Senior...

**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...

**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...

**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**: -...

The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health. To contribute to...

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...

**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...

At Dante Personnel, we are seeking an experienced Insurance Specialist to join our team in Pretoria.About the RoleWe are looking for a seasoned professional with a minimum of 5 years of experience in Long Term Insurance. Your expertise will help us provide top-notch services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial...

**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**: The Adviser is...

Gauteng, Tshwane (Pretoria) - Annually Cost To Company (Market related, Negotiable) The main purpose of this position is to assist with the development of policies related to the resolution of financial institutions and to assist with the development of resolution plans. **JOB DESCRIPTION** - Conduct research and draft policies related to the resolution...

Siseko Financial Solutions is growing and recruiting Senior Financial Advisors to work within the Gauteng Region. Our advisors operate under the license of one of the biggest Life Insurers in South Africa, where we support them with customized resources such as practice management, direct access to product specialist and risk management support. **We...