Financial Planning Assistant

Job Title: Financial Planning Partner AssistantWe are seeking a highly organized and detail-oriented Financial Planning Partner Assistant to join our team at Accountancy Placements Pietermaritzburg.Key Responsibilities:Implement administrative processes and controls in the Financial Planning practice(s) to ensure efficient operations.Liaise between Financial...

Financial Planning OpportunityAre you looking to take your career to the next level? Do you have a passion for financial planning and client relationships? We have an exciting opportunity for a Financial Planning Specialist to join our team at Liberty Standard Bank Group 2.Key Responsibilities:Conduct in-depth reviews of clients' financial circumstances and...

Job Title: Graduate Financial AdviserAt Liberty Standard Bank Group 2, we are seeking a highly motivated and skilled Graduate Financial Adviser to join our team. As a Graduate Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Contact...

Job Title: Graduate Financial AdviserAt Liberty Standard Bank Group 2, we are seeking a highly motivated and skilled Graduate Financial Adviser to join our team. As a Graduate Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Contact...

Telebest is seeking a highly skilled Secretary to the Treasury, Financial Planning and Financial Management to join our team in Pietermaritzburg.Key Responsibilities:Manage Stakeholder Expectations: Ensure seamless communication and coordination with internal and external stakeholders.Office Management: Oversee the day-to-day operations of the office,...

About the RoleWe are seeking experienced life and investment financial planners to join our team at Lonfin Wealth BlueStar in Pietermaritzburg and surrounding areas. As a remote-friendly position, this opportunity is ideal for advisers who prefer to work from home and are comfortable using technology such as Zoom, Teams, or Skype to communicate.Key...

Telebest is seeking a highly skilled Secretary to the Treasury, Financial Planning and Management to join our team in Pietermaritzburg.Requirements:Matric certificate with a diploma in Office Management or a NQF level 6 Secretarial Diploma.2+ years secretarial or administration experience.Proficiency in computer applications, including word processing,...

Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Lonfin Wealth. As a Financial Planner, you will be responsible for establishing long-term relationships with clients, providing comprehensive financial planning, and identifying client needs to offer suitable financial solutions.Key...

Join Lonfin Wealth as a Financial PlannerWe are seeking an experienced and skilled Financial Planner to join our team at Lonfin Wealth. As a Financial Planner, you will be responsible for establishing long-term relationships with clients, providing comprehensive financial planning, and identifying client needs to offer suitable financial solutions.Key...

Join Lonfin Wealth as a Financial PlannerWe are seeking an experienced and skilled Financial Planner to join our team at Lonfin Wealth. As a Financial Planner, you will be responsible for establishing long-term relationships with clients, providing comprehensive financial planning, and identifying client needs to offer suitable financial solutions.Key...

Job DescriptionUltra Personnel is seeking a highly organized and detail-oriented Insurance Operations Assistant to support our Financial Planning Partners in providing exceptional client services. The successful candidate will be responsible for overseeing administrative, operations, and client services support, ensuring seamless delivery of client...

Job DescriptionKerry Kopp Recruitment is seeking a highly skilled Senior Accountant to join our team.Key ResponsibilitiesFinancial Reporting: Prepare and present accurate and timely financial reports, including balance sheets, income statements, and cash flow statements.Financial Analysis: Analyze financial data to identify trends, opportunities, and risks,...

Job Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...

Job Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...

Unlock Your Financial PotentialAre you looking for a new challenge in your career? Do you want to take your financial skills to the next level? We have an exciting opportunity for a Financial Adviser to join our team at Liberty Standard Bank Group 2.Key Responsibilities:Contact clients and set up meetings to discuss their financial needs and goals.Conduct...

Join Liberty Standard Bank Group 2 as a Financial AdviserAt Liberty Standard Bank Group 2, we are committed to enhancing the careers of our employees. Our comprehensive training program for Financial Advisers takes a holistic approach, incorporating technical, sales, and soft skills training to position our new advisers for success.Key Responsibilities:Help...

Unlock Your Potential as a Financial AdviserJoin Liberty Standard Bank Group 2 in our mission to empower individuals to achieve their financial goals. As a Financial Adviser, you will play a vital role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Conduct thorough financial needs analysis to...

Accounting Clerk Job SummaryWe are seeking a highly organized and accurate Accounting Clerk to assist in maintaining our financial records, processing transactions, and providing administrative support to our accounting team.Key Responsibilities:Process accounts payable/receivable, invoices, and payments.Maintain accurate financial records and...

Job Title: Financial AdministratorWe are seeking a highly skilled Financial Administrator to join our team at Immploy Recruitment Agency CC. The successful candidate will be responsible for managing the financial functions of the Private Hospital, including bookkeeping, accounting, and financial reporting.Key Responsibilities:Record and post general journal...

Job Title: Chief Financial OfficerSHARON NUROCK RECRUITMENT CC is seeking a highly skilled and experienced Chief Financial Officer to join our team. The successful candidate will be responsible for leading our financial management function and providing strategic financial guidance to the business.Key Responsibilities:Financial Management: Develop and...