Financial Advisor Assistant

Are you a results-driven Financial Advisor who's passionate about empowering clients through expert financial guidance?We are looking for aproactive and knowledgeable Financial Advisorto join our dynamic Stellenbosch team. In this role, you'll play a pivotal part inbuilding and maintaining lasting client relationships, offering tailored financial advice, and...

A boutique, private equity firm is in need of a highly experience Financial Advisor Assistant/ Financial PA. **Required** - Must have a Matric (minimum) RESPONSBILITIES INCLUDE - all administrative duties of the financial advisor - all paperwork requirements - implementing quotes - contacting clients on the financial advisors behalf. Full-time position...

Job title: Financial AdvisorCompany Description:Our client is seeking a motivated and knowledgeable Financial Advisor to join their growing team. As a key player in the finance department, you will work directly with clients to provide comprehensive financial guidance, tailored investment strategies, and financial planning services to help them achieve their...

A financial services company in Stellenbosch is seeking an experienced paraplanner to support their financial advisors. The ideal candidate will have at least 4 years of experience in a similar role, possess strong analytical skills, and demonstrate excellent communication abilities in English and Afrikaans. The position is full-time, requiring attention to...

My client is a financial services provider based in Stellenbosch and they have a vacancy for a strong Administrative Assistant to assist the financial advisors and their clients **Responsibilities**: - Assisting the Financial Advisors with the processing of all financial administration for new and existing clients - Communicating with clients and financial...

Mont Blanc is committed to delivering comprehensive and tailored insurance solutions to clients, with a strong emphasis on client satisfaction and innovative risk management.We are seeking a skilled and organized individual for our Stellenbosch Branch, to assist our Financial Advisors with the administration and preparation of financial planning advice. The...

A fantastic opportunity is available for a qualified CA(SA) as a Financial Accountant: Consolidation, sought to drive IFRS-compliant consolidated reporting for a prominent South African investment holding company. This role requires you to be deadline driven with the ability to work under pressure, have an analytical mindset, and be a tech savvy power user....

Closing Date: 2023/03/31 Reference Number: MMH Job Title : Financial Advisor - Boland Location : Western Cape, Stellenbosch / Worcester, South Africa (Remote opportunities not available) Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates,...

An agency specialising in the marketing of shopping centres has a vacancy for a Financial Assistant at our head office in Stellenbosch. The financial assistant has the following main responsibilities (but not limited to): Full financial functions up to Trial Balance Processing of Customer invoicing and reporting Processing of Supplier invoices and weekly...

Duties/Pligte - Completing daily banking procedures as prescribed by the gymnasium, including the monitoring of all sales contracts (online and in-person) for correctness; - Compiling daily transaction success and failure reports, with accompanying remedial action plans; - Ensuring that appropriate internal controls over the business are implemented,...