Financial Planner Jobs in South Africa - Page 3
- Western Cape (35)
- Gauteng (25)
- Kwazulu Natal (7)
- Mpumalanga (3)
- Limpopo (2)
- North West (1)
- Free State (1)
- Liberty Group Ltd (18)
- The Talent Experts (11)
- Headhunters (8)
- Vine Recruitment (3)
- Efficient Frontier Recruitment (2)
- Frogg Recruitment Sa (2)
- Hire Resolve (2)
- People Dimension (2)
- Pillangó Placements (2)
- Prism Placements (2)
- Last 7 days (15)
Personal Assistant Paarl, South Africa
Frogg Recruitment Sa
Paarl
From 10000 to 25000 (Basic) - Monthly Description Personal Assistant to Financial Planner Paarl Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. initiative Key Duties: Provide support services to Financial Planner General administration / Maintain CRM system
share this job on whatsappJunior Advisor Assistant Market-related
The Talent ExpertsDurbanville
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy enjoy it) You will support a small team of Financial Planners with daily administration which will include platforms and clients. You will also aid the Financial Planners with processing new business and existing
Junior Assistant Durbanville
The Talent ExpertsDurbanville
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy enjoy it) You will support a small team of Financial Planners with daily administration which will include platforms and clients. You will also aid the Financial Planners with processing new business and existing
Wealth Administrative Assistant
Cape Town City Centre
Take messages and relay them promptly to the Financial Planner.
Recording and saving telephone record-keeping purposes.
Assisting the Financial Planner and Para-Planner with administrative tasks g appointment scheduling based on the Financial Planner's confirmed calendar.
Updating development.
Assisting the Financial Planner in attracting and retaining clients through promptly, within 24 hours of receipt from the Financial Planner.
Handling amendment requests
Wealth Advisor Assistant
Paarl
Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM
Wealth Assistant Bellville
The Talent ExpertsBellville
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
Wealth Assistant Market-related
The Talent ExpertsBellville
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
Financial Service Network Consultant
Johannesburg
Financial Services Network Consultant
Johannesburg
Salary range: R10,000 to R30,000 basic plus commission, depending on experience and performance.
Junior Paraplanner Market-related
The Talent ExpertsClaremont
client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch service Candidates on track to complete their Certified Financial Planner® designation will be given preference. Additionally
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