Financial Services Manager

Company OverviewHelderberg Personnel is an elite financial services and investment concern based in Somerset West.We are seeking a highly skilled and experienced administrator to join our team of Financial Advisors.

Aurum Trust is a well-established financial services company, founded in 1990. Our mission is to provide holistic financial planning solutions.This role involves providing administrative support, maintaining exceptional phone etiquette, communicating effectively with clients and executives, and utilizing clerical skills.To be successful, you will...

About the JobArvo Pty Ltd is seeking a skilled and organized individual to fill the position of Financial Advisor Assistant. This role involves working closely with our financial services team to provide exceptional administrative support.Responsibilities:Assist in preparing and managing financial plans, reports, and documentation.Provide timely and...

We are seeking a Senior Financial Services Consultant to join our team. The ideal candidate will have a strong understanding of the financial services industry and be able to create and manage costs, as well as contribute to the overall betterment of the firm. The role involves extensive travel, both in South Africa and abroad, and requires the ability to...

Core CompetenciesEmotional Intelligence: High level of empathy and emotional intelligence.Assertiveness and Diplomacy: Ability to communicate effectively and assertively.Planning and Organisation: Strong planning, organizing, and controlling skills.Leadership Influence: Inspirational leadership influence and competence.RequirementsMinimum requirement: Matric...

Job DescriptionWe are a UK-based firm seeking an experienced Client Administrator to join our team in South Africa. As a key member of our support team, you will play a crucial role in ensuring the smooth operation of our client-facing services.About the RoleYou will be responsible for providing exceptional administrative support to our Financial Planners,...

Company Overview:Helderberg Personnel cc is a leading financial services provider dedicated to delivering exceptional financial planning solutions to our clients. We are committed to staying at the forefront of technological advancements and innovation, ensuring our clients receive the highest level of service and support.We are seeking an experienced...

About Our Ideal Candidate:We are looking for a highly motivated and organized individual to fill the role of Trust / Client Services Officer. The ideal candidate will possess excellent analytical skills, strong attention to detail, and the ability to communicate effectively with stakeholders.Duties & Responsibilities:Client Analysis: Conduct thorough...

Job SummaryWe are seeking a skilled Assistant Financial Controller to join our team, responsible for assisting in the management of statutory and regulatory reporting functions for a UK project.ResponsibilitiesThe successful candidate will be responsible for:Delivering accurate and timely financial information to support business decision-making.Working...

As a Financial Integrity Manager, you will play a crucial role in ensuring our company's financial integrity by identifying, assessing, and mitigating compliance risks. You will also develop and implement compliance policies and procedures to align with regulatory requirements.Key Responsibilities:Regulatory Compliance: Ensure compliance with South African...

Supporting Our MissionWe're a UK company growing our Paraplanning team in South Africa. As a Paraplanning professional, you'll contribute to our mission by assisting Financial Planners and delivering exceptional client service.Your RoleYou'll conduct research, produce suitability reports, and model cash flow for client cases. This is an exciting opportunity...

We are looking for a reliable Financial Manager that will analyze everyday financial activities and subsequently provide advice and guidance to upper management on future financial plans.The goal is to enable the company's leaders to make sound business decisions and meet the company's objectives. In this role, you will have the opportunity to utilize your...

Job DescriptionMain duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups;Filing,...

Welcome to Warwick Wealth Somerset West, where we pride ourselves on providing exceptional investment advice and guidance to our clients.We are currently seeking a skilled Portfolio Management Executive to join our team and help us deliver outstanding results for our clients.Responsibilities and ExpectationsManage and oversee the investment portfolios of our...

About the RoleCresco Consulting is seeking a highly experienced Senior Accountant to join our team. The ideal candidate will have a strong background in financial reporting, accounting, and auditing.This role involves overseeing a team of accountants, managing the preparation and distribution of external financial reports, and developing and maintaining...

Talent Genie is seeking a skilled Financial Controller to oversee the financial management of our organization. The successful candidate will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the smooth operation of our financial processes.Key responsibilities include:Maintaining accurate and...

About the RoleWe are seeking an experienced Assistant Financial Controller to join our team at the ZAQ Group of Companies. As a key member of the finance team, you will be responsible for assisting in the management of statutory and regulatory reporting functions for a UK project.Responsibilities:Assist in delivering statutory, management, and regulatory...

National insurance broker franchise 100% commission only. Current advisers earning between 30k to 300k per month.Job OverviewThis is a full-time remote role for a Financial Adviser / Insurance Broker / Salesperson. A leading financial services company committed to providing top-notch wealth management and protection solutions to our...

An exciting opportunity has arisen for a seasoned International Business Consultant to join Helderberg Personnel's respected clients in Somerset West.Job OverviewThe ideal candidate will be responsible for enhancing sales performance across a diverse product range, including joint ventures and co-branded initiatives. Key duties include building relationships...

Helderberg Personnel requires an experienced professional for the role of Administrative Support Specialist in Somerset West.Job DetailsThis position involves providing administrative support to a financial advisor, including secretarial duties, correspondence, and client interactions.The successful candidate will be responsible for preparing meeting...