Jobs: assistant administration to financial planner

A suitably qualified and experienced individual with minimum one year relevant experience within Life Assurance / Short term insurance / Medical Aid industry required to provide sales and administration support to the Financial Planner. Permanent resident in Pietermaritzburg Passed Matric Good telephone manner, people / client relationship skills Effective...

Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

We are based in Southern Suburbs (Westlake Business Park) and looking for an administrator to join our team. Experience can be an advantage but the right person that trainable and keen to learn is more important. Approach Administration is an administrative office that assists financial planners. We are a close and smallish team of 9 people - minimum 1-2...

We are based in Southern Suburbs (Westlake Business Park) and looking for an administrator to join our team. Experience can be an advantage but the right person that is trainable and keen to learn is more important. Approach Administration is an administrative office that assists financial planners. We are a close and smallish team of 9 people. Before...

We are based in Southern Suburbs (Westlake Business Park) and looking for an administrator to join our team. Experience can be an advantage but the right person that trainable and keen to learn is more important. Approach Administration is an administrative office that assists financial planners. We are a close and smallish team of 9 people - minimum 3-5...

Job Specs: - 1) Financial Planner assistant background. 2) Diary management. 3) Handling Queries. 4) General administration. 5) Sales orientated/background. 6) scheduling of appointments with existing/potential new clients. **This is a basic PLUS commission position**. **Salary**: R5 000,00 - R8 000,00 per month **Experience**: - Administrative...

A Financial Institution, is looking to recruit Financial Planners for the Limpopo region, Financial Planner to help clients manage their finances. You will be our clients’ trusted advisor in areas including investments, cash flow, savings and debt management. Our financial planner should be an effective communicator with experience in financial planning...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing teamRequirementsMatric passCompleted RE5 in last year/2 yearsProficient in Microsoft OfficeAvailable to work from April 1st or as close as possible to this datePreferably Xhosa speakingWorking and reliable own vehicle with valid drivers licenceOwn WIFI and ability to work...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing teamRequirementsMatric passCompleted RE5 in last year/2 yearsProficient in Microsoft OfficeAvailable to work from April 1st or as close as possible to this datePreferably Xhosa speakingWorking and reliable own vehicle with valid drivers licenceOwn WIFI and ability to work...

We are seeking a Financial Planner/Administrator to join a dynamic and fast growing teamRequirementsMatric passCompleted RE5 in last year/2 yearsClass of Business qualification will be an advantageProficient in Microsoft OfficeAvailable to work from April 1st or as close as possible to this datePreferably Xhosa speakingWorking and reliable own vehicle with...

**Reference**: 7836 NB **Consultant**: Financial Planner The financial advisory role entails assisting clients in planning, organising, preparing and researching the appropriate financial investments that best serve their financial needs and long-term objectives. It will require the Employee to answer client’s questions, gather information provide quotes...

What this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an...

**Company Description** Trident Wealth Management, an Old Mutual Agency franchise, is a financial planning firm that provides best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. Located in Durban, the partnership with Old Mutual allows Trident...

With the humble beginnings of a single store in Johannesburg CBD opened by Anthony and David Spitz in 1968, **SPITZ** has grown from strength-to-strength to become synonymous with the excellence of the exclusive international brands it offers in store. An exciting opportunity exists for an **Assistant Planner **at **THE SPITZ GROUP **working on the **Green...

Join our Vibrant Team of Financial Planners. Make the change you are Longing For Great Earning Potential to start building your Legacy. Matric, 120 credits, RE5, 2 Years Experience, COB and CPD where applicable. **Salary**: R25,000.00 - R100,000.00 per month COVID-19 considerations: No Ability to commute/relocate: - Brackenfell, Western Cape: Reliably...

Century City Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and client updated. Work closely with Advice Consultants/Para-planners to draw and collate information required for...

**Reference**: 7836 NB **Consultant**:Financial Planner - The financial advisory role entails assisting clients in planning, organising, preparing and researching the appropriate financial investments that best serve their financial needs and long-term objectives. - It will require the Employee to answer client’s questions, gather information provide...

**Financial Planner - Gauteng** - Location: Nedbank 135 Rivonia Road, Sandown, Sandton.- Job Family- Sales and Services - Career Stream- Sales - Leadership Pipeline- Manage Self: Technical - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide financial expertise and wealth creation advice to Nedbank clients in order to make Nedbank the great place...