Portfolio Analyst

We require a Paraplanner / portfolio analyst to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. **Responsibilities**: - Financial Planning...

**Designation**: - Portfolio Analyst | Bellville, Western Cape | Permanant **Category**: - Client/Intermediary Services **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 04 Feb 2025 **Reference Number**: -...

**Designation**: - Paraplanner/Portfolio Analyst | Bellville, Western Cape | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 29 Aug 2025 **Reference...

**What will make you successful in this role?** **CAREER OPPORTUNITY** **PRINCIPLE ACCOUNTABILITIES INCLUDE**: - Provide Senior Administrative Support: Offer high-level administrative support to the relevant Head of PDC, ensuring smooth operations within the PDC. - Governance and Standards Maintenance: Support and maintain the project and programme...

Reference: PC -RC-2 Our client based in Bellville is looking for a Senior Property Analyst with 4 years-experience in property investments to join their team. Duties & Responsibilities EMPLOYMENT TYPE: PermanentSECTOR: FinanceBASIC SALARY: Market RelatedSTART DATE: Immediate Requirements Bcom degree in Accounting, Finance or other business related field. A...

Reference: PC -RC-2 Our client based in Bellville is looking for a Senior Property Analyst with 4 years of experience in property investments to join their team. Duties & Responsibilities EMPLOYMENT TYPE: PermanentSECTOR: FinanceBASIC SALARY: Market RelatedSTART DATE: Immediate Requirements Bcom degree in Accounting, Finance or other business-related field....

Overview About PepsiCo PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated more than $79 billion in net revenue in 2021, driven by a complementary beverage and convenient foods portfolio that includes Lay’s, Doritos, Cheetos, Gatorade, Pepsi-Cola,...

What will you do? We have two vacancies for Product Analysts to join our team based in Tygervally, Cape Town. These roles will form part of the Client Solutions Division (Personal Underwriting, Product Management). What will make you successful in this role? The purpose of this role is to design, implement and maintain appropriate personal and commoditised...

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Job Responsibilities Understanding the Client’s business needs as they relate to a potential change or transformation Gathering, identifying, and documenting business requirements Analyze business and system requirements and the business implication of user requirements to the business process involved Produce documentation accordingly and propose...