Advisor Assistant Jobs
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
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
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
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
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
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
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
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
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
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