... 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 ...
12 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 ...
12 days ago
Description: A Financial Planner position available in either ... company within the financial industry. Your: Education A financial qualification is essential ... with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment ...
21 days ago
Description: A Financial Planner position available in either ... company within the financial industry. Your: Education A financial qualification is essential ... with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment ...
21 days ago
Description: A Financial Planner position available in either ... company within the financial industry. Your: Education A financial qualification is essential ... with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment ...
21 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 ...
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 ...
24 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 ...
26 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 ...
29 days ago
... for an experienced IFA Administrator to join our team ... for the role of IFA Administrator supporting a successful IFA and ... looking for an experienced Administrator and therefore we are ... you are an experienced FS Administrator or Junior Paraplanner looking ...
26 days ago
Description: Assistant to Bank Financial Advisor located in Umhlanga Must ... deadlines. Knowledge and experience in financial services is an advantage . Training ...
11 days ago
Description: ASSISTANT TO FINANCIAL ADVISOR A Financial Advisor in a well-established corporate ... as an Administrative Assistant to a Financial Advisor is essential. • Strong ... deadlines. Knowledge and experience in financial services is an advantage . ...
13 days ago
Description: Requirements: Fully bilingual (Afrikaans & English read, write, and speak fluently). Own reliable transport. Matric certificate required (must be submitted with CV). Strong preference for candidates with Mathematics or Accounting in school. ...
16 days ago
... Join Our Team: Experienced Financial Planners Wanted We are expanding and ... to develop Financial Planners into Entrepreneurs Your Role As a Financial Planner at Sanlam ... 1 year of experience as a Financial Planner - Educational Background: Matric or equivalent ...
18 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 ...
24 days ago
... to sophisticated clients and complex financial planning. Key Responsibilities: ... strategies. Assist with preparing financial plans, conducting research, and ... Minimum Qualifications & Skills: Certified Financial Planner (CFP®) or currently working towards ...
4 days ago
Description: Financial Planning Partner Assistant ... required to support the Financial Planning Partner(s) in providing ... services support to the Financial Planning Partner and is ... reporting etc) Liaison between Financial Planner Partner and product providers Will ...
26 days ago
... FICA legislation. 2-3 years in the financial services industry is advantageous. Relevant ... practice. Act as liaison between Financial Planner Partner and product providers. Manage ... documentation for engagement between the Financial Planning Partner and client. ...
29 days ago
... Requirements: Qualification in investments/financial planning/business management would be ... in client services or financial planning. Responsibilities: Client Services ... reporting etc). Liaison between Financial Planner Partner and product providers. Will ...
2 years ago
... space and full infrastructure for financial planners Full suite of administration services ... to an effective leads system Financial support Support with succession planning ...
10 days ago