Financial Planner Assistant jobs in Centurion

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

Liberty is Recruiting Financial/Wealth Advisor Liberty is an industry leader within the financial service industry. We are looking to recruit experienced, qualified, and skilled Financial Advisors Duties and Responsibilities: Prospecting and closing of new business Networking to obtain new clients Advising clients on what is needed to meet their financial goals Maintaining of existing...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

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....

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...

Key Responsibilities / Duties - Oversee and manage the full financial function, including accounting, reporting, budgeting, and forecasting. - Prepare accurate monthly, quarterly, and annual financial statements. - Monitor cash flow, financial risks, and working capital. - Develop, implement, and maintain financial policies, procedures, and internal controls. - Lead and mentor the finance team...

Assistant Finance Manager Role Summary and Purpose The Assistant Finance Manager will be at the heart of driving financial excellence, working side by side with the Financial Manager to oversee the full finance function. This role offers the perfect balance of hands-on responsibility and strategic exposure, giving you the platform to showcase your expertise while shaping key business decisions....

Company:An esteemed Property Management entity located in Pretoria, Centurion is seeking a proficient Financial Assistant to join their dynamic team and contribute significantly to their ongoing growth and success. Responsibilities: - Bank recons - Creditor recons - Petty cash recons - E-wallet payments - Bank confirmations - Bank downloads - CIB checks - Opening and closing of...

Job Title: Financial Assistant – Irene, Centurion. Overview: As a Financial Assistant, you will play a vital role in supporting the financial operations of the company. Your responsibilities will revolve around assisting with various financial tasks, ensuring accuracy, compliance, and efficiency in financial processes. You will collaborate closely with financial managers, accountants, and other...

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs. This is achieved in line...

Key Responsibilities - Develop and maintain detailed project schedules In line with approved work breakdown structures (WBS) in MS Project, aligned with project scope and engineering deliverables - Update and maintain project schedules with actual progress data and forecasting dates received from engineering, expeditor, procurement, OEM's and fabricators - Assist with resource loading, man-hour...

Digital Portfolio Planner Requirements: - Matric required - FAIS and advice accredited (preferably RE5 and COB3) - Degree in Financial Planning, Business, Finance, or Economics (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 13 years' sales experience in the insurance industry - Must be qualified to provide advice under supervision or independently Duties and...

Hire Resolves' client is currently seeking a highly motivated and detail-oriented individual to join our team as a Junior/Mid Project Planner in Centurion, GP. Responsibilities: - Preparing project schedules, updating and maintaining project documentation - Assisting in the monitoring and reporting of project progress. - Working closely with senior project planners and project managers -...

At Proconics Newfield we are passionate about what we do, and we are passionate about our people. If you are a qualified, hard-working individual, aspiring to grow your career, we invite you to apply for the advertised vacant position. Purpose of the position: As a Senior Project Planner, you will work closely with the project managers and management teams in all aspects of planning and costing...

🌐 Junior Project Planner / Expeditor – Engineering Projects 📍 Location: Centurion (Office-based / Site support as required) 🏢 Department: Project Management / Engineering 💼 Employment Type: One year Contract 💵 Remuneration: Market-related, based on experience About the Company We are a well-established multidisciplinary engineering company delivering high-quality engineering, manufacturing, and...

Role Purpose , Job Overview Accountable for the effective planning and replenishing, in a cost-effective manner, all bill of materials to meet the production plan. This includes, but is not limited to, packaging and packaging related items and raw materials (bulks and ingredients). Any risk must be highlighted and managed to ensure continuity of supply. Requirements National Diploma / B Degree...

Key Responsibilities - Develop and maintain detailed project schedules In line with approved work breakdown structures (WBS) in MS Project, aligned with project scope and engineering deliverables - Update and maintain project schedules with actual progress data and forecasting dates received from engineering, expeditor, procurement, OEM's and fabricators - Assist with resource loading, man-hour...

🌐 Project Planner – Engineering Projects 📍 Location: Centurion (Office-based / Site support as required) 🏢 Department: Project Management / Engineering 💼 Employment Type: One year Contract 💵 Remuneration: Market-related, based on experience About the Company We are a well-established multidisciplinary engineering company delivering high-quality engineering, manufacturing, and project execution...

Key Responsibilities - Update and develop expediting registers from updates received from suppliers, OEM's and fabricators. - Coordinate and assist with logistics team to arrange timely shipment - Monitor and track all purchase orders, ensuring timely release, acknowledgement, and delivery of materials and equipment - Inform QC of all forecasted dates for final release - identify potential...

Key Responsibilities - Update and develop expediting registers from updates received from suppliers, OEM's and fabricators. - Coordinate and assist with logistics team to arrange timely shipment - Monitor and track all purchase orders, ensuring timely release, acknowledgement, and delivery of materials and equipment - Inform QC of all forecasted dates for final release - identify potential...