19 Advisor Financial Services Jobs in KwaZulu Natal
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Policy Servicing Administrator (Remote Working) Talented Recruitment - Durban Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages. Utilize Zoho Office and Atwork CRM system... 9 days ago
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Personal Assistant to Financial Advisor Ultra Personnel - Hillcrest Take full responsibility for the implementation of administrative processes and controls in the Financial Advisors practice(s) (including all transactions, queries, reporting etc) Arranging medicals for... 22 days ago
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Financial Controller Sandi Crowther Recruitment - Durban Manage day-to-day accounting operations, including AR / AP, cash flow, and monthly close process Develop and maintain detailed financial reports, KPIs, and dashboards Proficiency in accounting software... 22 days ago
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Advisor Liaison Consultant - Retail Investments Rory Mackie & Associates - Durban Always be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Manage... More than 30 days ago
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Insurance Administrator Pietermaritzburg Ultra Personnel - Hilton Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs. Assist with the organization... 16 days ago
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APPOINTMENT SETTER /DIALER SDC - Durban, eThekwini Metropolitan Municipality, KwaZulu-Natal, 4057, South Africa Provide exceptional customer service to clients which include customer rejection and objection handling. You need to possess a positive, upbeat and enthusiastic attitude RESPONSIBILITIES: 7 days ago
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Paraplanner The Recruitment Council - Durban Analyze data to provide insights and recommendations to financial planners for the planning process. Prepare financial projections and reports for clients to support planners during client interactions... R360 000 Per Annum More than 30 days ago
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Financial Advisor - Everyday Banker Palesa Mbali Group - Durban Identify opportunities for cross-selling and recommend appropriate banking products to enhance client portfolios. Maintain detailed records of client interactions, plans, and transactions in line with... More than 30 days ago
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Financial Advisor Administrator The Recruitment Council - Durban Operational Efficiency: Follow company processes meticulously, keeping records up to date and completing all administrative tasks in a timely manner. Coordinate with product providers to obtain statements... R240 000 Per Annum More than 30 days ago
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Service Advisor Bosch Umhlanga - Durban, KwaZulu Natal Stay up-to-date with industry advancements, manufacturer specifications, and service techniques through ongoing training and professional development. Greet customers in a friendly and professional manner... More than 30 days ago
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