... 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. - ...
13 days ago
... 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. - ...
a month 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 ...
13 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 ...
23 days ago
... Django development. Experience in the insurance/ financial services industry is required. Proven ... with security best practices in financial and insurance systems. Knowledge of modern ... modernization of a Django-based insurance platform. Design and develop APIs ...
15 days ago
... , with national footprint, for a financial advisor managing an existing portfolio for ... BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
13 days ago
... operations through technology in the insurance industry. Reporting directly to the ... preferred. Previous experience in the insurance/ financial services industry is preferred. Excellent ...
15 days ago
... proven experience in contract law, insurances, financial reporting (per site and project ...
13 days ago
... 5+ years experience in the investment financial services industry is essential 3+ Experience ... Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Facilitate ... in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
5 days ago
... 5+ years experience in the investment financial services industry is essential 3+ Experience ... Life Cover, Keyman Insurance and Buy and Sell Insurance applications. Facilitate ... in consultation with Wealth Manager/Advisor General Administration: Ensure that ...
13 days ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
5 days ago
... role involves managing finance and insurance applications, advising customers on ... maintaining strong relationships with financial institutions and insurance providers. This role ... : Manage all finance and insurance documentation and processes Advise customers ...
13 days ago
... . Handle all aspects of financial planning, including budgeting, insurance, and investments. Oversee ... , debtors, and bookkeepers to ensure financial matters are up to date ...
25 days ago
... Consultants marketing Medical Schemes, Health Insurance and Gap Cover products to ... through the process of giving financial advice. Fully office based. Matric ...
26 days ago
Description: FINANCIAL MANAGER/R45 000/PENSION/MERIT ... FM who has obtained relevant financial degree, completed articles (either SAICA ... to incl debtors, cashflow, insurances, oversee co financial reports, any operational issues ...
12 days ago
Description: FINANCIAL MANAGER/R45 000/PENSION/MERIT ... FM who has obtained relevant financial degree, completed articles (either SAICA ... to incl debtors, cashflow, insurances, oversee co financial reports, any operational issues ...
12 days ago