6 Advisor Planning Jobs in Kloof
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Financial Advisor Administrator R7,000 – R15,000 Pro Talent - Kloof, Kwazulu Natal, South Africa Ensure seamless client onboarding and manage all client documentation. Administer client portfolio transitions, ensuring all changes and fees are processed efficiently. Prepare review packs and quotes... R7,000 – R15,000 16 days ago
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Junior Financial AdvisorHire Resolve
4001 Durban, South Africa Strong computer and IT skills, especially high competence in Microsoft Office (Excel, Word, Outlook) and a reputable financial planning software CRM system (like AtWork, EliteWealth, Xplan). Liaising with... R360 000 12 days ago -
Risk Consultant - Durban Catch - 1234 Durban, South Africa On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the... More than 30 days ago
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Financial Advisor Job Crystal - Durban, KZN, South Africa To be successful as an Advisor, the Financial Advisor should stay up to date with the latest products and benefits and inform clients of these offerings. Ultimately, a top-notch Insurance Advisor should... 11 days ago
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Client Service Administrator (Durban) Careerline Recruitment - Durban, Kwazulu Natal, South Africa Maintain and update client records using CRM systems (e.g., Xplan, Elite Wealth, or local equivalents). Matric (required); relevant tertiary qualification in finance, business, or administration (advantageous)... 19 days ago
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Junior Financial Advisor - AEJFA R15 – R30 000 CTC pm Armstrong Appointments - Morningside, Durban, Kwazulu Natal, South Africa • Assisting with research, investigations, information gathering and setting up advice and administration processes for the business • Working closely with our financial advisors and administration manager... R15 – R30 000 CTC pm 16 days ago
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