12 Financial Planner Offices Jobs
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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 10 days ago
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Financial Adviser BOSS Consult - Cape Town Provision of office space and full infrastructure for financial planners Support with succession planning 28 days ago
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Wealth Administrative Assistant 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 More than 30 days ago
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Wealth Administrative Assistant 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... 30 days ago
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Finacial Planner - Newlands 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 More than 30 days ago
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Adviesdienste Bestuurder/ Advisory Services Manager (O01) 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... More than 30 days ago
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Liberty is Looking for you. We are hiring Financial Advisors 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... 2 days ago
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Financial planner Assistant 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 23 days ago
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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 18 days ago
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Paraplanner - UK Financial Planning Support | Somerset West R30,000 - R45,000 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 7 days ago
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