Advisor Assistant Jobs

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Administrative Assistant to Financial Advisor  

Rory Mackie & Associates - Cape Town

Ensure the effective delivery of administrative requirements within a specified framework and in a timely manner. Keep track of outstanding client deliverables ensuring deliverables are met in a timely...

from: jobplacements.com - More than 30 days ago

Financial Advisor Liaison Consultant | Customer Services | Sandton  

Sandton, Gauteng, South Africa

Log and resolve queries. Be able to give feedback on relevant queries as and when needed. Matric qualification having passed both core mathematics and English Manage exceptions of internal and external...

from: jobleads.co.za - 22 days ago

Financial Advisor Assistant  

Hire Resolve - 0002 Pretoria, South Africa

Minimum of 1-2 years experience in a similar role within the financial services industry Assist Financial Advisors in preparing and reviewing financial plans Coordinate appointments and manage schedules... R350 000

from: simplify.hr - More than 30 days ago

Paraplanner | Rondebosch  

The Recruitment Council - Rondebosch, Western Cape

Conduct research and analysis on client investment portfolios to support the Trust Officer and assistant. Prepare and organize financial reviews and reports for the Trust Officer. Strong organizational... R 264 000 to R 396 000 Per Annum

from: jobplacements.com - 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

Transfers and Onboarding Consultant - Retail Investments (LISP)  

Rory Mackie & Associates - Cape Town

Submit, track, and give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client level) Minimum 5 years’ experience with Linked Products, Local Unit Trusts...

from: executiveplacements.com - More than 30 days ago

Assistant Financial Adviser  

Christo & Associates - Sandton, North Johannesburg, ZA

Requirement: NQF Level 5 and RE exam passed. R5 000.00 - R10 000.00 Per Month

from: adzuna.co.za - 19 days ago

Junior Financial Advisor – Sandton  

Sandton, Gauteng, South Africa

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 - 22 days ago

Junior Financial Advisor – Cape Town  

Cape Town, Western Cape, South Africa

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 - 22 days ago

Assistant to Financial Advisor/ Broker Assistant Negotiable  

FHH Consultants (Pty) Ltd. - Fourways, Gauteng, South Africa

Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily basis; Ensuring that compliance documentation... Negotiable

from: pnet.co.za - 17 days ago


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