Wealth Adviser Assistant

The Wealth Adviser Assistant is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs excellent client relationship...

Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

**Designation**: Wealth Adviser Assistant | Paarl, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 11 Sep 2024 **Reference Number**: POS38633 **Closing date**: 24-Sep-2024 **Position...

**Designation**: Wealth Adviser Assistant (ADP) | Paarl, Western Cape | Permanent**Category**: Adviser Development Programme**Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents**Posted by**: PSG Financial Services**Posted on**: 13 Dec 2024**Reference Number**: POS39159**Closing...

**Employee Benefits Adviser Assistant (Paarl)** 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...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

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...

**Listing reference**: 017022**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Retail Operations**Location**:Paarl - **Contract**:Permanent**Remuneration**:Market Related - **EE position**:Yes**Introduction** - Are you passionate about beauty products and helping people look and feel good? Are you...

The main accountabilities are the achievement of all sales targets, follow policies and procedures (stock, cash, credit vetting etc) and ensure accurate administration and customer satisfaction at all times. The key responsibilities of the role are as follows: - Adhere to _**“The Telkom Way”**_ policy to ensure excellent customer service. - Maintain...

Job description: To provide policy administrative assistance to the Adviser. **Responsibilities**: - Issuing new policies, renewals and endorsement - Prepare new business quotes - Negotiating renewal terms and preparing the renewal documentation - Checking policies before sending it to Clients - Telephone contact with Clients when they phone in with...

Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

Job title : Financial Planner PaarlJob Location : Western Cape, PaarlDeadline : January 02, 2025Quick Recommended Links Jobs by Location Job by industries What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and...

Job title : Financial Planner Paarl Job Location : Western Cape, Paarl Deadline : January 02, 2025 Quick Recommended Links Jobs by Location Job by industries What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to...