Jobs: assistant to financial planner

Job DescriptionThe Wealth Administrators 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,...

2023-08-03 - 2023-08-31 Permanent JHB000040 - Financial Services- Gauteng, JHB - Eastern Suburbs - R20 000.00Our client in the Financial Sector, is looking for a Financial Planner - Bedfordview. - Implement instructions as instructed by financial advisors on client files. - Compliance with applicable financial acts, amongst other, FAIS, FICA, POPI, etc. -...

You will support the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client...

**Responsibilities**: - Develop and implement comprehensive financial plans for clients based on their financial goals and objectives - Provide ongoing investment management and portfolio analysis - Conduct regular reviews of client portfolios and financial plans - Educate clients on financial planning strategies and investment options - Build and maintain...

The Wealth Administrators 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 House,...

**Western Cape**, Pinelands** Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. EMPLOYMENT TYPE : Permanent SECTOR : Finance/Wealth Management BASIC...

The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative,...

The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative,...

The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative,...

We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision.Minimum Requirements Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements andRegulatory Examination...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision.Minimum Requirements Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements andRegulatory Examination...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision.Minimum Requirements Grade 12Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements andRegulatory Examination successfully...

Our client is looking for unique individuals who would like to be financial planners, based in its Bloemfontein office. Skills, knowledge, experience and talents are each factored into their hiring decision. Minimum Requirements  Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination...

Accredited **Old Mutual Agency Franchise** requires experienced Financial Planners for Hermanus and surrounding areas to provide holistic financial planning and ongoing support and annual reviews to clients. **Salary**: R30,000.00 - R50,000.00 per month Application Question(s): - Have you completed Class of Business training? - Do you have the...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial...

**LOOKING FOR FINANCIAL ADVISORS - CAPE TOWN & OVERBERG AREAS** Make the right choice and start 2023 with our dynamic team. Take your career to the next level with the backing of the national brand. **To market**:Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, and insurance products. **Minimum requirements**: - Matric -...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

At RCL FOODS we see and do things differently. We think bigger, work smarter, and collectively work as a team to achieve our ambition; MORE food to MORE people, MORE oftenOur Talent Team is looking to appoint an Assistant Supply Planner with great attention to detail to join our Vector Logistics Division. This role will be based in Durban and will...