8 Financial Planner Offices Jobs in Newlands
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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 11 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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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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Financial Adviser BOSS Consult - Cape Town Provision of office space and full infrastructure for financial planners Support with succession planning 29 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... More than 30 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 8 days ago
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Senior Financial Planner (Client Portfolio Manager) R30k - R50k per month (depending on experience + b Africa Sourcing Solutions Pty Ltd - Newlands, Cape Town, Western Cape, South Africa Follow an established onboarding process to bring on new clients Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) Relevant degree (BCom/BusSci/Hons preferable) R30k... R30k - R50k per month (depending on experience + b 17 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 19 days ago
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