150 Client Advisor Jobs - page 10
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Wealth Management Administrator FROGG Recruitment - Rosebank, Johannesburg, Gauteng, South Africa Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.). New Business Administration: Process and submit new long-term insurance and investment applications... More than 30 days ago
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FINANCIAL ADVISORS Executive Search Africa - Cape Town, Western Cape, South Africa We continuously strive towards the highest standards of excellence and provide services and advise that is best suited to our clients. ALL CANDIDATES GO THROUGH A STRUCTURED, MENTORING PROCESS AND ONGOING... 4 days ago
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Top Finance Graduates Wanted! Trainee Financial Advisors for our client Oasis Group Holdings in Cape Town, Johannesburg & Durban Market Related Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa Understand and adhere to Financial Sector Conduct Authority (FSCA) and Financial Advisory and Intermediary Services (FAIS) Act requirements. ✅ 1-3 years' experience as a Bookkeeper, Junior Accountant,... Market Related 18 days ago
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Financial Planner Assistant Negotiable Global Options - Bedfordview, Gauteng, South Africa Assist in the implementation of financial plans, including processing transactions and managing paperwork. Work closely with Financial Advisors and other team members to provide seamless support to clients... Negotiable 5 days ago
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ADVISORY ASSISTANT - Kloof Dixie Recruitment - kloof, Kwazulu Natal, South Africa • Minimum of 3 years' experience in a financial services or advisory support role • A relevant tertiary qualification would be advantageous • Strong client service orientation with a friendly and professional... 5 days ago
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Experienced Financial Advisor Supplementary salary and commission Global Options - Bedfordview, Gauteng, South Africa Regularly meet with Employee Benefits (EB) clients as part of the company's Staff Advisory Service to provide tailored financial advice and support. Investigate any refunded or unmet debit orders for clients... Supplementary salary and commission 5 days ago
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PROFESSIONAL ASSISTANT - Kloof Dixie Recruitment - kloof, Kwazulu Natal, South Africa • Strong understanding of local and offshore investment products, risk planning, and estate planning • Ability to conduct technical investigations and formulate sound recommendations • At least 2 years... 5 days ago
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Senior Tax Manager - Durban Shift Pursuit Pty Ltd - Durban, Kwazulu Natal, South Africa Provide guidance on complex areas such as mergers and acquisitions, offshore structuring, and estate planning. Oversee tax compliance processes, including submissions, audits, disputes, and voluntary disclosures... 6 days ago
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Salaried Financial Advisor Fouche & Co Pty Ltd - JHB - Eastern Suburbs, Ekurhuleni (East Rand), South Africa Provide financial products and services in a professional manner, building rapport and confidence with clients. Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom)... 5 days ago
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ADVISORY ASSISTANT - Specialist in Medical Aid, Health Insurance and Gap cover, Kloof Dixie Recruitment - kloof, Kwazulu Natal, South Africa At least 3 years in an advisory role with an emphasis on medical aid and gap cover. Experience in Outlook (Excel is important), Teams / SharePoint and/or CRM system Driver License 5 days ago
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