Advisor Assistant Jobs

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Advisor Assistant  

The Recruitment Council - CapeTown

The role will be a mix of Advisor Assistant and Office Administrator. Responsibilities will include: Generating client statements & reports Remuneration would be R25k gross and we provide parking.

from: jobplacements.com

Senior Assistant to Financial Advisor  

Emporium Human Capital - Fourways, North Johannesburg, ZA (+3 locations)

Assisting clients in going from blue to gold on Vitality. R15k - 22k per month + comm + incentives

from: adzuna.co.za (+2 sources) - 19 days ago

Client Support Specialist  

Green Marble Recruitment Consultants - Pretoria, Tshwane, ZA (+2 locations)

Deliver exceptional service that exceeds the client expectations Seeking proactive, innovative, and appropriate solutions with experience gained in the financial planning industry. Minimum requirements... 22 000 Monthly

from: adzuna.co.za (+4 sources) - 15 days ago

Paraplanner  

Headhunters - Wes-Kaap, South Africa (+1 location)

Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years’ work experience within a Financial Planning practice. Review customers risk coverage in conjunction...

from: jobleads.co.za (+2 sources) - 9 days ago

Senior Broker Assistant  

Sandton, Gauteng, South Africa

Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly)...

from: jobleads.co.za - 9 days ago

Assistant Financial Advisor  

Creative Leadership Solutions - Pretoria, South Africa

B. Com, LLB or financial industry related qualification (preferable). Recommending suitable insurance and investment solutions. Knowledge of organizational effectiveness and operations management. Market...

from: pnet.co.za - 14 days ago

Junior Financial Advisor – Durban  

Gqeberha, Eastern Cape, South Africa (+5 locations)

Exposure and all activities in relation to supervisory requirements to meet standard of Cat 1 and Cat 11 registration Identify new clients for the company and accepting a source target in the business...

from: jobleads.co.za - 21 days ago

Sales Coordinator - Giyani  

Cashbuild - Limpopo, SA

Ability to communicate in English and the dominant language spoken in the geographical area where the position is available. Ensure General Assistants, Sales Advisors and forklift Drivers execute their... Not specified

from: mrjobs.co.za - More than 30 days ago

Specialist Consultant - Retail Investments (LISP)  

Rory Mackie & Associates - Cape Town

To check quality control (QC) instructions accurately within agreed upon turnaround times. These instructions include the CDD and RR of all legal entities and individuals It will also include managing...

from: executiveplacements.com - More than 30 days ago

EMPLOYEE BENEFIT CONSULTANT  

HR Genie - Bellville

Prepare and present proposals to a clients current retirement fund and/or risk benefits that could affect them as an employer as well as their employees. Manage costs within your control, including costs...

from: jobplacements.com - More than 30 days ago

Transfers and Onboarding Consultant - Retail Investments (Fixed Term Contract)  

Rory Mackie & Associates - Cape Town

Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level) Experience in dealing with Section 14, Living Annuity, Voluntary Products...

from: executiveplacements.com (+1 source) - More than 30 days ago


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