... Financial Services Administrator/assistant Job Location: Fourways Job Purpose: The Financial Services Administrator ... will support the financial services team ... client communications, and financial documentation. This role ...
7 days ago
... products Preference for investment management, financial planning, accounting, tax or ... specializing in client services or financial planning Computer Competency Microsoft ... applications Knowledge General knowledge of financial markets Knowledge of investment ...
7 days ago
... tertiary qualification, along with Certified Financial Planner (CFP) and a minimum of ... 5+ years of relevant experience in financial planning, or alternatively, a Chartered ... and regulatory requirements regarding financial advice documentation. Stay up ...
2 days ago
... tertiary qualification, along with Certified Financial Planner (CFP) and a minimum of ... 5+ years of relevant experience in financial planning, or alternatively, a Chartered ... and regulatory requirements regarding financial advice documentation. Stay up ...
19 days ago
... for dynamic and results-driven Financial Planners with a proven track record ... . Key Responsibilities: Provide expert financial planning and investment advice to ... development activities. Stay informed about financial markets, industry trends, and regulatory ...
21 days ago
... for dynamic and results-driven Financial Planners with a proven track record ... . Key Responsibilities: Provide expert financial planning and investment advice to ... development activities. Stay informed about financial markets, industry trends, and regulatory ...
24 days ago
... on boarding process. Provide financial planning advice while being supervised ... markets, tax planning, and financial regulations. Handle client queries and ... Ambition to qualify as a Certified Financial Planner (Advantageous). Strong time management and ...
19 days ago
... space and full infrastructure for financial planners Full suite of administration services ... to an effective leads system Financial support Support with succession planning ...
5 days ago
Description: The Project Planner (Mechanical) will be responsible for ... highest quality standards. The Project Planner will act as the primary ... , covering technical, schedule, risk, and financial aspects. -Project Administration: Collate and ...
6 days ago
... financial services industry will secure. Relevant tertiary education or courses. The Administrator ... supports the Financial Advisor(s) in providing ... in the Region. The Administrator takes responsibility for overseeing the ...
a month ago
... the financial sector is currently looking for a Business and Finance Team Administrator ... . The Business and Finance Team Administrator will play an important role ... with the administrative aspects of Financial Management (FM) and Chief Financia ...
21 days ago
... the financial sector is currently looking for a Business and Finance Team Administrator ... . The Business and Finance Team Administrator will play an important role ... with the administrative aspects of Financial Management (FM) and Chief Financia ...
24 days ago
... by working closely with the Financial Advisors You will provide business ... Experience Appropriate tertiary qualification in financial services ie. Bachelors Degree or ... Diploma in Commerce, Financial planning, Finance, Investments preferable, NQF ...
13 days ago
... by working closely with the Financial Advisors You will provide business ... Experience Appropriate tertiary qualification in financial services ie. Bachelors Degree or ... Diploma in Commerce, Financial planning, Finance, Investments preferable, NQF ...
14 days ago
... JOB PURPOSE The Employee Benefits Administrator will provide administrative support and ... work with both internal teams, administrators/insurers and clients. DESIRED ... qualification 2 years' experience in financial industry Understanding of employee benefits ...
a month ago
... Administrator to join their team and provide essential support in financial ... and compliance requirements Liaising with Financial Advisors, clients, and service ... industry Knowledge: Strong understanding of financial products, policies, and procedures ...
21 days ago
Description: FINANCIAL ADMINISTRATOR Head Office in Cape Town - ... qualification in Finance and/or Financial administration/Payroll experience advantageous Exposure ... shift supervisors with regard to financial administration procedures Reconcile daily sales ...
21 days ago
... Administrator to join their team and provide essential support in financial ... and compliance requirements Liaising with Financial Advisors, clients, and service ... industry Knowledge: Strong understanding of financial products, policies, and procedures ...
24 days ago
... : We are seeking a meticulous Legal Financial Administrator to join our team in ... will be responsible for managing financial transactions, debt collection, paying suppliers ... a keen eye for detail, solid financial acumen, and a background in legal ...
24 days ago
... to detail and accuracy The Financial Administrator is responsible for day-to ... -day financial tasks and record-keeping Process ... Reconcile bank statements Prepare financial reports Maintain accurate financial records Assist with ...
24 days ago