Financial Planner Jobs in South Africa
- Western Cape (35)
- Gauteng (25)
- Kwazulu Natal (7)
- Mpumalanga (3)
- Limpopo (2)
- North West (1)
- Free State (1)
Admin / clerical / secretarial
Personal Assistant To Financial Planner
Paarl
Personal Assistant to Financial Planner Paarl
Well-established Financial Services client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience
Provide support services to Financial Planner
General administration / Maintain CRM
share this job on whatsappPersonal Assistant To Financial Planner From 10000 To 25000 (basic) - Monthly
Frogg Recruitment SaPaarl
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
Personal Assistant Paarl, South Africa
Frogg Recruitment SaPaarl
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
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 Manager Bedfordview
The Talent ExpertsSouth Africa
your groove in doing admin and support for Financial Planners? Is this you? You've worked in a support
Wealth Manager Assistant
The Talent ExpertsSouth Africa
your groove in doing admin and support for Financial Planners? Is this you? You've worked in a support
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