Search Results: 7 vacancies
...SUMMARY:
Leading organisation within the "investments and financial services industry" requires a Administrator for the KZN branch. This position is based in Kloof / Gillitts.
POSITION INFO:
The "Financial Planning Assistant" supports the Financial Planner...
R 180,000 - 300,000 pa
...Handling of escalated queries.
Experience and Qualification:
Minimum 3+ years experience in the financial services industry, preferably with either an independent FSP.
Industry related qualifications an advantage.
Software – Microsoft Office 365....
...sets only.
Minimum requirements:
~ Must pass the company paraplanner competency test
~4-5 years in the financial services industry.
~ Relevant tertiary education or courses.
~ Exposure to financial planning.
Skills:
Financial services industry
Understanding...
...Executive to join their team. This opportunity offers an exciting chance to be part of a leading company in the financial services industry, driving growth and fostering lasting client relationships. Quoting on new business requests for personal insurance where no cover...
...of an experienced Financial Services Assistant. This role will suit a candidate who has thorough knowledge of Financial Services industry. The ideal candidate will have strong administrative skills and be able to deliver excellent customer service.
Desired Experience...
...retention and acquisition of clients. This is a full-time, in-office role in Kloof, Durban. Previous experience in the financial services industry in an admin support role is essential.
Responsibilities:
Communication and Client Intimacy:
Follow up on various...
Our client in the financial services (wealth management) industry is looking for a dynamic Financial Advisor to join their well respected team in Kloof. The successful candidate will begin their journey as a senior Paraplanner for a 1-year period to then move onto the...