Financial Planner Offices Jobs
Administrative Assistant
Call Centre Staffing - Newlands
Transaction Follow-ups: Ensure the smooth implementation of new business and track client transactions. Data Management: File, capture client data, and update spreadsheets and word documents. High level... R25 000
from: jobplacements.com - 11 days ago
Financial Adviser
BOSS Consult - Cape Town
Provision of office space and full infrastructure for financial planners Support with succession planning
from: executiveplacements.com - 29 days ago
Code Red Recruitment - Newlands, Western Cape
This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned. Filing, capturing client... 25000
from: jobslin.com - More than 30 days ago
Time Personnel - Cape Town, Western Cape
Administrative duties – scheduling meetings, general office administration, correspondence with clients and service providers. Being telephonically available for client queries, and act as initial point...
from: compujobs.co.za - More than 30 days ago
Code Red Recruitment - Newlands, Western Cape
Advise existing and prospective clients on their investment portfolios The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects. Proficiency... 35000
from: jobslin.com - More than 30 days ago
Werkie - 0081 Pretoria, South Africa
The Advisory Services Manager is responsible for acquiring new Independent Financial Advisors (IFAs) for a Sanlam Marketing Organisation (MO) and ensuring the effective placement of financial advisors...
from: simplify.hr - More than 30 days ago
Liberty Standard Bank Group - Various Locations, North West, Gauteng, Free State, South Africa
Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications...
from: pnet.co.za - 3 days ago
Worldwide Staffing (Pty) Ltd - Nelspruit, Mpumalanga, South Africa
Confidentially is crutial - must uphold the highest standards of privacy and discretion Preparing and maintaining new and existing client files
from: pnet.co.za - 24 days ago
Wealth Manager Assistant
The Talent Experts - Bellville, Western Cape, South Africa
Experience is key, you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin. Matric is a minimum requirement and you need to be fluent... Undisclosed
from: careerjunction.co.za - 19 days ago
ZAQ Agency - Somerset West, Western Cape, South Africa
Join a growing support team in Somerset West for a UK wealth firm. If you're a qualified Paraplanner (or similar support role) with strong technical skills and experience supporting advisors, this role... R30,000 - R45,000
from: pnet.co.za - 8 days ago
