Financial Planning industry is just the thing for you Liberty will offer you full training accreditation and licencing by the Financial Sector Conduct Authority. A Liberty Financial Adviser offers more than advice They: experience, knowledge processes and systems needed for wealth creation By being: Intelligent, Trained, Experienced
Wealth Advisor Assistant Paarl
Well-established Financial Services Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven 16:30 (Mon to Fri)
Minimum Requirement:
Grade 12 with an Office or Business qualification
At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial
qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance redemptions Assist with general office functions as required Matric with a minimum of 3-5 years experience
/>Mandatory required documentation: Updated DOFA and CV to be emailed to :
Requirements:
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning develop specifications that align with customer requirements.
Qualifications required:
move and become one of Liberty's Financial Advisors. Your journey with Liberty will start with family family and end with family. Liberty believes in people who believes in themselves and who have a strong desire the lives and others. Becoming a Financial Advisor at Liberty will give you the opportunity to partner partner with your client's through their life journey, uncovering their financial objectives, and then creating situation and needs, financial goals and future life plans. We create a uniquely Financial Plan to help
qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance redemptions Assist with general office functions as required Matric with a minimum of 3-5 years experience
client in Paarl an Insurance Broker is looking for a Life Insurance Administrator. The ideal candidate must
Requirements:
Grade 12
Minimum of 3 years' experience in the Life Insurance Insurance industry.
Knowledge and understanding of Life Insurance products and services.
Good understanding
client in Paarl an Insurance Broker is looking for a Life Insurance Administrator. The ideal candidate must high-pressured environment. Requirements: Grade 12 Minimum of 3 years' experience in the Life Insurance industry industry. Knowledge and understanding of Life Insurance products and services. Good understanding of MS Excel