... Description: Our client an independent financial services firm committed to providing ... to join our team as a Financial Advisor Assistant, in Stellenbosch. Key ... Responsibilities: - Assist in preparing financial plans, reports, and documentation. - ...
8 days ago
... Description: This position is for a financial advisor managing an existing portfolio for a ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
3 days ago
... Process payments and ensure all financial documentation is completed accurately. Handle ...
a month ago
... the potential of top-performing financial advisors. This role focuses on ... in financial services, with a strong focus on business development, advisor management ... Plans (VCPs) for top-performing financial advisors, focusing on achieving significant revenue ...
24 days ago
... Description: This position is for a financial advisor managing an existing portfolio for a ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
a month ago
... a compliance function in the financial services with working knowledge of ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
24 days ago
... : 5+ years experience in the investment financial services industry is essential 3+ Experience ... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
20 days ago
... will be reporting to the Financial Manager, but will work mostly ... will get a market related salary; become member of a provident fund; annual ...
2 days ago
... will be reporting to the Financial Manager, but will work mostly ... will get a market related salary; become member of a provident fund; annual ...
4 days ago
... . This position reports to the Financial Manager, but works independently. Responsibilities ... qualifications and previous experience. Employees become member of a provident fund after ...
4 days ago
... period we have grown to become one of the Top 10 ... and reports with sales and financial data Ensure the availability of ...
27 days ago
... Accounts and by the Group Financial Manager. Be responsible to provide ... you should any future vacancies become available. If you do not ...
8 months ago
... skills • 1 to 2 years Insurance or Financial Sales experience Working hours: UK ... you should any future vacancies become availab... Job Reference #: 202515 ...
8 months ago
... years relevant experience in the financial services industry; Critical Competencies: ... and with all staff, contractors, advisors, clients, suppliers, partners and regulatory ... : Finance, maintain the divisions financial performance; In conjunction with the ...
24 days ago