Advisor Assistant Jobs in Western Cape

Arvo - Stellenbosch

- Prepopulate and submit application forms for investments, tax-free savings, and retirement annuities. - NQF5 qualification in financial planning or equivalent will be an advantage. - Assist in preparing...

from: jobplacements.com - More than 30 days ago

ARVO - Stellenbosch, Western Cape

Assist financial advisors in preparing for client meetings by gathering financial data and documentation. Manage client communications, including scheduling appointments, answering inquiries, and sending... 250,000 - 360,000

from: workable.com - 3 days ago

Rory Mackie & Associates - Cape Town

Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential Be able to build strong relationships with internal and external stakeholders...

from: jobplacements.com - More than 30 days ago

PSS Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions... Market related - dep experience, qual etc.

from: pnet.co.za - 15 days ago