financial advisor assistant jobs

Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....

Overview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: Assist Financial Advisors in preparing and reviewing financial plans Create and maintain comprehensive client records and...

FICA & FAIS/ Compliance checks, Compliance administration Assisting the Financial advisor with maintaining the existing client base Attend to existing business queries General administration What you'll need: Matric Industry related qualification/certifications, i.e. Wealth Management course (advantageous) Computer literacy (Microsoft office-word, excel, Internet) Experience in the...

Company Description LexJes Design & Consulting specializes in providing tailored virtual support solutions to empower businesses, entrepreneurs, and professionals. Our experienced team of Executive, Personal, and Virtual Assistants offers a wide range of services, including administrative support, digital marketing, social media management, client service optimization, and recruitment solutions....

Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...

2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...

Description of the role:Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 Certificate (advantage)CPD Hours (advantage)NQF5 Wealth management (advantage)Competencies: Self driven and Target orientatedExisting Book would be an advantageOutspoken and outgoing...

Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...

As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and...

Financial Advisor in the Insurance Industry.Commission basis only.Flexible working hours.Minimum qualification is Grade 12Positions available in Uitenhage/Port Elizabeth/Queenstown/East London/Cape Town/Pretoria/Bloemfontein/Kuruman.

Financial Advisor Fintax Solutions Location: Brampton, ON Salary: 36.50 hourly / 40 hours per week Full-time Starts as soon as possible Languages: English Education: Bachelor's degree or equivalent experience Experience: 7 months to less than 1 year Work must be completed at the physical location. There is no option to work remotely. Responsibilities: Identify clients' financial goals...

Financial Advisor Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: Commission-based earning potential Location: South of Johannesburg Hybrid working model with flexibility for home working Opportunity to build and grow your client portfolio Career advancement in financial services What You''''''''ll Do: Provide...

My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach. We are currently seeking a Financial Advisor...

A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial Advisor to join our team. This role is the critical bridge between technical expertise and full advisory responsibility, offering you a clear path and dedicated mentorship toward becoming a Senior Financial Planner. Responsibilities: 1. Client...

Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top-tier financial planning practice known for its values of Caring, Creative, Accurate, and Qualified is seeking a highly competent Junior Financial...

Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the...

JOIN OUR TEAM AS A FINANCIAL ADVISOR! Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further! A leading financial services organisation in South Africa, with over six decades of excellence, offers an exciting opportunity for aspiring financial...

Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: =ذÜ Commission-based earning potential =ØÍÜ Location: South of Johannesburg <Øàß Hybrid working model with flexibility for home working =ØÈÜ Opportunity to build and grow your client portfolio =؀Þ Career advancement in financial services What You'll Do: =ءÜ Provide clients with expert...

Description of the role:Our client based in Pretoria are looking for qualified Financial Advisors and non-qualified aspiring financial advisors to join their well-established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 CertificateCPD HoursNQF5 Wealth managementCompetencies:1 week product training and accreditation.3 weeks sales and field training.Clients gifts supplied.Tablet with...

Financial Advisor Our client is seeking an experienced Financial Advisor to join their team in Johannesburg! What we offer: - Commission-based earning potential - Location: South of Johannesburg - Hybrid working model with flexibility for home working - Opportunity to build and grow your client portfolio - Career advancement in financial services What You'll Do: - Provide clients with...