advisory

Location: Kloof , DurbanAn established professional services business based in Kloof, Durban is looking for an Advisory Assistant to provide administrative and client support to a senior advisor.This is a varied role for someone who is highly organised, accurate and client-focused, with strong attention to detail and the ability to manage multiple tasks,...

Overview We are looking for a Wealth Advisor (Private Banking) to act as an intermediary between our company and customers. You will provide our clients with financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’...

An energy and infrastructure advisory firm is seeking an associate to join their team. The purpose of this role is to convert complex financial, commercial and strategic questions into clear analysis, defensible insights and implementable recommendations that support successful client outcomes, while leading Analysts in a way that builds capability,...

We are looking for an Advisory Assistant to provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. We have a permanent role in PretoriaKey Performance Areas- Administration- Calculations- Practice Management- Communication & Client intimacy- Greater office...

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionA paraplanner in South Africa’s financial services sector is a professional who supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning. While...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A paraplanner in South Africa’s financial services sector is a professional who supports financial planners and advisors by handling the technical, research, and administrative aspects of financial...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description A paraplanner in South Africa's financial services sector is a professional who supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning....

Key Performance Areas- Administration- Calculations- Practice Management- Communication & Client intimacy- Greater office contributionQualification- Matric- Preferable tertiary qualification.- Preference to Investment Management, Financial planning, Accounting, Tax or CFP.Experience- Ideally 3-5 years experience in an advisory practice.

Our international client is looking for a Contact Centre Advisory to be based in the Cape Town area. This will be a permanent position. Requirements: Must be fluent in German. Shift work required (UK GMT) Monday to Friday: 08h00 – 20h00 Saturday & Sunday: 09h00 – 18h00 Experience is not necessarily required as training will be provided but this will...

Legal Advisory Consultant Sandton JohannesburgAre you an experienced legal professional with strategic thinking and commercial acumen? Our client is seeking a skilled Advisory Consultant to provide strategic legal counsel, support governance initiatives, and deliver practical business-focused legal solutions across the organisation.Salary: Competitive...

Requirements:Grade 12 / Matric.Relevant Degree or Diploma.23 years experience in an Advisory Assistant, Financial Planning Assistant or similar role.Knowledge of FICA, FAIS and CRM systems.Previous experience within the financial services or financial advisory industry.Responsibilities:Communication and Client IntimacyFollow up on various instructions with...

We are seeking a talented individual to join the Claims Operations department at Marsh . This role will be based in Durban , hybrid and has a requirement of working at least three days a week in the office. The Claims Operations Consultant independently manages client claims by receiving, reviewing, and processing new submissions, verifying coverage, and...

We are seeking a talented individual to join the Claims Operations department at Marsh. This role will be based in Durban, hybrid and has a requirement of working at least three days a week in the office. We will count on you to: Claims Process Review and analyse incoming documentation, seeking guidance or advice as needed. Identify all relevant policies...

Job DescriptionTo provide efficient and effective administration support to financial advisors ensuring more customers and more to customers, whilst mitigating risk by ensuring segregation of duties.Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...

Our client, a well-established organisation operating within the financial services industry, is seeking to employ an Advisory Assistant to join their team based in Kloof Durban.Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 2–3 years’ experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA,...

IntroductionAre you driven by success, passionate about helping others, and ready to take control of your future? As a Financial Advisor, you have the opportunity to make a real impact by helping individuals and families achieve their financial goals, protect what matters most, and build lasting wealth. This is more than just a career—it's a profession...

Company:MarshDescription:We are seeking a talented individual to join the Claims Operations department at Marsh. This role will be based in Durban, hybrid and has a requirement of working at least three days a week in the office.The Claims Operations Consultant independently manages client claims by receiving, reviewing, and processing new submissions,...

Who we areWe are the market leader in commercial real estate services and investments and provide an integrated suite of high-quality real estate services to our clients across Africa and the Middle East, including facilities management, advisory & transaction services, project management.We support predominantly corporate clients who buy services on a...

Company DescriptionKDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston with...

About the Role Our client, a prominent firm within Management Consultancy , is seeking a skilled Consultant specializing in Financial Advisory to join their practice in Paarl, Western Cape. This role involves providing expert financial advice to clients, assisting with strategic financial planning, performance improvement, and transaction advisory...