Wealth Investment Administrator

To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. **Responsibilities**: Reception duties: - Answer and redirect all incoming calls, taking messages. - Receive and dispatch postage and parcels - Receive and Scan documents of...

The position is a combination of an administration support, data capture, query resolution processes, client liaison and general office support. **Responsibilities**: - Generate and follow up iComply documentation and update CRM - Capturing of: - Monthly billing statements - Suspensions and reinstatements (including SMS communication to members) - Gap...

Sales Professionals to be trained as Financial Planners. Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand has become synonymous with...

**Financial Advisers** We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and...

Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the...

Duties - Reporting to the Tax Team Manager. - Provides the following services to external and internal clients: - Completing Individual, Corporate and Trust Income Tax Returns. - Completing Provisional Income Tax Returns 6 monthly within deadline. - Ensuring all clients are Tax Compliant. - Reconciling and completing additional returns and queries. i.e.,...

RCL Foods's job vacancy, Career and RecruitmentJob title : Financial Administrator – Pietermaritzburg jobs in KwaZulu-NatalJob Location : KwaZulu-Natal, PietermaritzburgDeadline : 18-May-24Quick Recommended LinksJobs by LocationJob by industries Job Description RCL Foods is recruiting for a driven, highly energized and analytical Financial Administrator...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

3Sixty Health has a great opportunity for a suitably qualified individual to fulfil the advertised position and join their team. 3Sixty Health is a black owned and managed, reputable and a major player in driving South African economy by investing in ‘’black excellence’’3Sixty Health is 100% black owned and black managed **3SIXTY HEALTH...

Closing Date2023/03/21Reference NumberMMH230228-4Job TitleRetail Business Consultant (Pietermaritzburg)Position TypePermanentRole FamilySalesClusterMomentum Distribution ServicesRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceKwaZulu-NatalLocation - Town / CityPietermaritzburgIntroduction Momentum, a financial services...

RCL Foods’s job vacancy, Career and Recruitment Job title : Financial Administrator – Pietermaritzburg jobs in KwaZulu-Natal Job Location : KwaZulu-Natal, Pietermaritzburg Deadline : 18-May-24 Quick Recommended Links Jobs by Location Job by industries Job Description     RCL Foods is recruiting for a driven, highly energized and analytical...

Who are we? SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:...