Financial Advice Assistant

A position has become available for a short term insurance consultant at Trulogic Financial Services, an independent FSP in Somerset West. This role includes providing private and commercial lines with a personalised service, innovative solutions and competent advice. The main duty for a successful applicant will be to maintain the book of business and...

Opportunity Awaits! Are you a numbers enthusiast with a hunger for success? Do you dream of a career in the world of finance? Look no further! Our client based in the outskirts of Somerset West, has an opportunity for a junior Financial Assistant to kick start your journey toward a Bachelor of Commerce degree! financial assistant - Passion for numbers and...

Company DescriptionTTT Financial Group provides a wide array of financial services including short term insurance, wealth planning, accounting and tax-related needs, including business registrations, VAT registrations and submissions, management accounts, reconciliations etc. We also provide services for individual income tax, tax directives, tax clearance,...

Join Momentum as a Financial Adviser – Empower Your Clients and Your FutureAt Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you'll help clients create personalized strategies that...

accounts|assistant to financial manager|cashbook|junior bookkeeper Duties including but not limited to: - Capturing of bank statements, bond accounts, interest schedules - Capturing supplier and customer invoices - General bookkeeping - Reconciliation of bank accounts, statements and invoices - Reconciliation of debtors and creditors - General...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications NQF level 6-7 Qualification (Advanced Diploma OR Degree) 120 credits or...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...

RESPONSIBILITIES: - Assist customers with advice through continuously updating your product knowledge - Perform sales in the Shop Department in such a way that average value is achieved and improved upon - Assist with the maintenance of standards in the Department. - Record all customer requests and following them through with the Manager - Maintain all...

RESPONSIBILITIES: Assist customers with advice through continuously updating your product knowledge - Perform sales in the shop section in such a way that average value is achieved and maintained - Assist with the up keeping of standards in the Section by checking on watering, sweeping, trimming etc and liaising with the shop assistant - Assist with the up...

Established fruit marketing concern is seeking to employ a Financial Clerk to join their team based in Somerset West. - accounts assistant|creditors clerk|financial assistant|financial clerk The financial clerk is responsible for the accurate, timeous, and complete accounting of the income and costs. The person will be the financial point of contact for...