Financial Advice Assistant

**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...

**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 Advisors....

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 register and...

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) -...

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. Andebtors clerk|financial assistantRequirements: Grade 1 A postmatric qualification in finance will be an advantage Own transport Computer literate (MS Excel essential) Fully bilingual in...

**Financial Officer** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Financial Officer** - Ref.Nr.: - **ZA00469** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR **The Financial officer** is responsible for the full creditors administration, including...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check -...

wORK AT YOUR OWN PACE WORK FROM THE COMFORT OF YOUR OWN HOME    Do you want to make a positive difference in people's lives? As a Financial Adviser you will play a vital role when it comes to shaping their financial future with your expert advice. ... Requirements:·         Matric and National Diploma OR Degree·         Successful...

WORK AT YOUR OWN PACE WORK FROM THE COMFORT OF YOUR OWN HOME    Do you want to make a positive difference in people's lives? As a Financial Adviser you will play a vital role when it comes to shaping their financial future with your expert advice. ... Requirements:·         Matric and National Diploma OR Degree·         Successful...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...

**Financial Officer - Creditors** **Rheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town** - Rheinmetall - / - **Financial Officer - Creditors** - Ref.Nr.: - **ZA00472** - Schedule type: - **Full Time** - Contract Type: - **Permanent Position** WHAT WE ARE LOOKING FOR The **Financial Officer **is responsible for the full Accounts...

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.Ideally we are looking for a young individual that is studying parttime, but would like to earn a basic salary in the meanwhile.Responsibilities: Assist the Financial Manager in daily tasks...

Financial OfficerRheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town Rheinmetall- /- Financial Officer RefNr:- ZA00469 Schedule type:- Full Time Contract Type:- Permanent PositionWHAT WE ARE LOOKING FORThe Financial officer is responsible for the full creditors administration, including capturing of invoices - three way matching with order,...

The Agentsy BPO is looking for Financial Contact Centre Advisors ready to deliver stellar financial advice based on clients' needs. Mandatory Criteria: - Grade 12 - Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) - Knowledge of insurance industries - Clear criminal record and credit check - Attention to Detail and...

**Duties and responsibilities**: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for...

Financial Officer CreditorsRheinmetall Denel Munition (RF) (Pty) Ltd in Somerset West Cape Town Rheinmetall- /- Financial Officer Creditors RefNr:- ZA00472 Schedule type:- Full Time Contract Type:- Permanent PositionWHAT WE ARE LOOKING FORThe Financial Officer is responsible for the full Accounts Payable administration, including capturing of invoices -...

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...

The Agentsy BPO is currently looking for Financial Contact Centre Advisors who are ready to deliver stellar financial advice based on clients needs.Mandatory Criteria: Grade 1 Minimum 3 years experience in the financial sales sector or a similar role ( beneficial) Knowledge of insurance industries Clear criminal record and credit check Attention to Detail...