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20 Advisor Assistant Jobs

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... 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... 22 days ago
Financial Advisor Assistant

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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 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 More than 30 days ago
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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... 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... 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 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... 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... 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 17 days ago

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