... assistant to support the financial advisors and their clients in ... to clients. Responsibilities: - Assist financial advisors in preparing for client reviews ... insurance environment and particularly in a financial advisor or insurance brokerage practice - ...
13 days ago
... consultant to support the financial advisors and their clients in ... to clients. Responsibilities: - Assist financial advisors in preparing for client reviews ... insurance environment and particularly in a financial advisor or insurance brokerage practice - ...
18 days ago
... consultant to support the financial advisors and their clients in ... to clients. Responsibilities: - Assist financial advisors in preparing for client reviews ... insurance environment and particularly in a financial advisor or insurance brokerage practice - ...
18 days ago
Description: We are looking for a financial advisor to manage an existing portfolio ... : BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification ... in a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written ...
20 days ago
Description: Requirements: Minimum 5 years experience in HCV (Heavy Commercial Vehicles) and GIT (Goods in Transit) insurance Fully qualified: RE5 and FAIS Credits (NQF 4) Own reliable vehicle with uninterrupted access Willingness to travel occasionally ...
9 days ago
... client relationships and creating tailored financial solutions. Our client is ... play a critical role in supporting Financial Advisors, ensuring operational excellence, and ... Grade 12) with 3+ years in financial services administration. Strong knowledge of ...
13 days ago
... someone who can fulfil the position of Senior Wealth Assistant. Your ... : 5+ years experience in the investment financial services industry is essential 3+ Experience ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
20 days ago
... someone who can fulfil the position of Senior Wealth Assistant. Your ... : 5+ years experience in the investment financial services industry is essential 3+ Experience ... in consultation with Wealth Manager/Advisor General Administration: Ensure that client ...
a month ago
... discrepancies). Experience Experience in a financial services or investment related administrative ... Proactively manage client and advisor communication and queries; Process ... quotations on a platform; Assist advisors with model portfolio switches, mandates ...
18 days ago
... • Recording Transactions: Accurately enter financial transactions (sales, purchases, payments ... regularly reconciling discrep-ancies in financial records. • Bank Reconciliation: ... All other financial and administrative duties related to this position. Essential ...
23 days ago
... non-negotiable DUTIES: Accurately record financial transactions (sales, purchases, payments, ... reconciling any discrepancies in financial records Perform monthly bank reconciliations ... all other financial and administrative duties related to the position HOURS: ...
23 days ago
... Degree) Experience in a financial/ accounting or bookkeeping position Experience with Pastel, ... QuickBooks or other financial software ... from a previous financial system onto our financial system Build client ...
30 days ago
... work in relation to Annual financial statements (general journals, ... audits and compilation of financial statements on Draftworx Communicate ... Experience in preparing annual financial statements, and performing audits ... information about this position, please:
29 days ago
... seeking a dynamic individual for the position of Trade Accountant within a ... Tertiary qualification in Risk Management, Financial, or Accountancy, and related fields ... . Duties & Responsibilities: Review Trade Position Accuracy. Review Open Contracts. Compile ...
23 days ago
... Key performance areas of the position are as follows: - Telephone reception ... store. - Personal Assistant duties to (Financial Manager) and (Acting CEO) - Adhoc ...
4 days ago
... outlets on the premises. This position requires a dynamic individual capable of ... to monitor project costs, ensuring financial resources are allocated efficiently and ...
15 days ago
Description: Our client in the Financial Services Industry is looking for a ... ' experience in an underwriting management position. Proven experience in people management ...
27 days ago
Description: Our client in the Financial Services Industry is looking for a ... ' experience in an underwriting management position. Proven experience in people management ...
27 days ago
Description: Our client in the Financial Services Industry is looking for a ... ' experience in an underwriting management position. Proven experience in people management ...
27 days ago
... FMCG environment CIPS qualification (advantageous) Financial background an accounting qualification (CIMA ... of 5 years experience in a similar position, with exposure to operations, manufacturing ...
30 days ago
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