Jobs: assistant to financial advise

The Advice Centre offers a comprehensive training ground for the next generation of Liberty Financial Advisers. The program takes a holistic approach by incorporating technical, sales and soft skills training to fully position the new Advisers for success within a virtual Advice environment. The Financial Adviser in training will learn to build their...

Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator.** This is an Employment Equity opportunity** **Responsibilities**: - Gather Policy information - Compile a summary of inforation - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and...

One of the leading Wealth Managers in SA are seeking a Senior Wealth Administrator Do you have a relevant Degree in Investments / Financial Planning? Then this might be the ideal role for you **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing...

Liberty is looking for Advisers to come and join its dynamic team of Financial Advisers around Gauteng. Roles and Responsibilities: ·       Successful candidates will be running their own professional practice under the Liberty umbrella and getting ... Minimum Requirements: ·       National Senior Certificate (Grade 12). ·      ...

Liberty is looking for Advisers to come and join its dynamic team of Financial Advisers around Gauteng. Roles and Responsibilities: · Successful candidates will be running their own professional practice under the Liberty umbrella and getting ...Minimum Requirements: · National Senior Certificate (Grade 12). · Minimum of 2 years Sales experience. · Valid...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

Metropolitan's job vacancy, Career and RecruitmentJob title : Financial Adviser – Boland jobs in Western CapeJob Location : Western Cape, PaarlDeadline : May 05, 2024Quick Recommended LinksJobs by LocationJob by industries RequirementsMatric/ N4 Equivalent Qualification.FAIS requirements based on DOFA dateRelevant regulatory examinations if you are already...

Absa Group Limited's job vacancy, Career and RecruitmentJob title : Financial Adviser AIFA (FAIS) – Port Shepstone jobs in KwaZulu-NatalJob Location : KwaZulu-Natal, Deadline : April 25, 2024Quick Recommended LinksJobs by LocationJob by industries Job DescriptionSource Utilisation: Obtain walk in client or data leads from the Bank staff in the branches...

Absa Group Limited's job vacancy, Career and RecruitmentJob title : Financial Adviser AIFA (FAIS) – Port Shepstone jobs in KwaZulu-NatalJob Location : KwaZulu-Natal, Deadline : April 25, 2024Quick Recommended LinksJobs by LocationJob by industries Job DescriptionSource Utilisation: Obtain walk in client or data leads from the Bank staff in the branches...

Absa Group Limited's job vacancy, Career and RecruitmentJob title : Financial Adviser AIFA (FAIS) – Mitchells Plain jobs in Western CapeJob Location : Western Cape, Cape TownDeadline : May 15, 2024Quick Recommended LinksJobs by LocationJob by industries Job DescriptionSource Utilisation: Obtain walk in client or data leads from the Bank staff in the...

Metropolitan's job vacancy, Career and RecruitmentJob title : Financial Adviser – Cape Town CBD jobs in Western CapeJob Location : Western Cape, Cape TownDeadline : April 25, 2024Quick Recommended LinksJobs by LocationJob by industries Role PurposeAttract, acquire and retain clients by selling company products to generate new business and to provide after...

Associate Financial Adviser - DiscoveryLocation: Rand Park Ridge & Sea Point Cape TownReporting to Franchise PrincipalRemuneration: R20 000 - R35 000 & commissionAbout the Role:Successful candidate will be assisting a senior Discovery broker in the servicing of his existing clients and the growth of his client base. The ideal candidate is/was an...

If you are searching for a meaningful career that offers the opportunity to make a difference in the lives of customers and you want to work for a company that is a leader in its field, you will find it at Liberty.Requirements: LaptopClear credit record Clear criminal record Industry experience (advantageous)Own vehicleSkills:A high degree of...

Metropolitan’s job vacancy, Career and Recruitment Job title : Financial Adviser – Boland jobs in Western Cape Job Location : Western Cape, Paarl Deadline : May 05, 2024 Quick Recommended LinksJobs by Location Job by industries Requirements Matric/ N4 Equivalent Qualification. FAIS requirements based on DOFA date Relevant regulatory examinations if...

Metropolitan’s job vacancy, Career and Recruitment Job title : Financial Adviser – Boland jobs in Western Cape Job Location : Western Cape, Paarl Deadline : May 05, 2024 Quick Recommended LinksJobs by Location Job by industries Requirements Matric/ N4 Equivalent Qualification. FAIS requirements based on DOFA date Relevant regulatory examinations if...

JOIN an opportunity aimed at enhancing your Career.   Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fu... Qualification & Requirements Completed matric-related qualification in marketing, business, law,...

Are you a detail-oriented individual with a passion for financial services? We have an exciting opportunity for an Adviser Admin Assistant at a leading Financial Services firm. The Adviser Admin Assistant is primarily responsible for performing after-sales service offerings to customers, thereby contributing to the ongoing customer relationship. The focus of...

JOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fu...Qualification & Requirements Completed matric-related qualification in marketing, business, law,...

**Job description**: The Adviser Assistant will be responsible for the administration of the underwriting and claims processes and to assist the broker with general administrative duties. **Responsibilities**: - Gather a summary of information - Handle and solve client enquiries (all existing business enquiries) - Arrange appointments between Insure...

Senior Financial Adviser Our Discovery Financial Practice is seeking a dynamic and self-motivated Financial Advisors. This is an opportunity for qualified and established financial advisors to join our dynamic team. CV's to be submitted on our website, Follow the link below Minimum Requirements: NQF 5 (Industry recognized qualification - 120 credits...