Financial Advisor Assistant

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

**INDEPENDENT FINANCIAL ADVISOR / COACH** Are you a young financial planning professional looking to gain experience and receive mentorship from industry leaders? Our independent FSP is seeking ambitious individuals to join our team. As an independent financial coach and planning professional, you will work closely with experienced professionals who will...

**Reference**: 7872 NB **Consultant**: Nine Broodryk Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. COMMUNICATION and CLIENT INTIMACY Follow up on various instructions with internal and external stakeholders Phone client to request documents and schedule...

Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team. If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply. **Requirements**: - Grade 12 / Matric - Bachelors degree in either...

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

Opportunity Awaits! Are you a numbers enthusiast with a hunger for success? Do you dream of a career in the world of finance? Look no further! Our client based in the outskirts of Somerset West, has an opportunity for a junior Financial Assistant to kick start your journey toward a Bachelor of Commerce degree! financial assistant - Passion for numbers and...

Our client, a well established accounting firm in Somerset West, is looking for someone to assist their financial department in their day-to-day financial admin. **Responsibilities**: - Assist the Financial Manager in daily tasks like: - Reconcile various bank accounts - Various other recons (for example software subscriptions) - Update of fixed asset...

Well established company based in the outskirts of Somerset West has a vacancy for an Accounts Clerk / Financial Assistant with at least 2 years financial experience. An debtors clerk|financial assistant **Requirements**: - Grade 12 - A post-matric qualification in finance will be an advantage - Own transport - Computer literate (MS Excel essential) -...

**Junior Legal Advisor** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Junior Legal Advisor** - Ref.Nr.: - **ZA00449** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR The purpose of the **Junior Legal Advisor** is to assist the Executive Manager: Legal...

**Job Title: Administrative Assistant for a Financial Advisor in Pretoria East** **Job Summary**: We are seeking a highly organized and detail-oriented Administrative Assistant to join our team as a key support role for our insurance brokerage. This role involves managing paperwork, communicating with clients and insurance providers, and assisting the...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

**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...

**Key Responsibilities**: - Provide administrative support to the Finance Executive, including managing calendars, scheduling meetings, and booking travel arrangements. - Manage diaries for the Finance Executive and other members of the Finance Team, ensuring effective time management and coordination of meetings and appointments. - Assist in processing...

What is it like being a Liberty Financial advisor Gives you the freedom and flexibility to plan you own day and write your own salary at the end of each month. This amazing opportunity gives you that work live balance everyone is seeking, and provides you with more time for Family, Travel. A satisfying career that makes a difference in peoples lives. If you...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. admin|assistant|insurance|investment|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients...

Job Title: Chief Financial Officer AssistantJob Overview:We are seeking a highly skilled and experienced Chief Financial Officer Assistant to join our team at Arvo, a rapidly growing South African software company specializing in property management solutions.Key Responsibilities:Maintain accurate financial records and documentation.Update and maintain...

In these trying times, Be a beacon of hope. Start your career as a Financial Adviser at Liberty We are looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing clients and making sure their families are taken care of if the unforeseen happens, with a specific focus on their Risk, Retirement Annuities, Investments and...

Looking for a challenge? Start your career as a Financial planner at Liberty I am looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Risk, Retirement Annuities, Investments and Estates planning needs. This long term career opportunity is ideal for...

accounts|assistant to financial manager|cashbook|junior bookkeeper Duties including but not limited to: - 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...