Overview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities - Assist Financial Advisors in preparing and reviewing financial plans - Create and maintain comprehensive client records and...
Travel Advisor/Assistant (Permanent) Kwazulu Natal - Durban - Retail Pub: 20 Jan 2026 We are looking for a hardworking, reliable and motivated Travel Consultant to join our team. This role is ideal for an intermediate travel consultant or someone new to the travel industry who is eager to learn, grow and build a long‑term career in travel. The successful candidate will assist with...
A vacancy has arisen for an Assistant Technical Advisor reporting to the Technical Manager within the Aftersales Division at Tuning Fork Pty Ltd t/a Yamaha Distributors South Africa. The vacancy is open to candidates with immediate effect. Company: Tuning Fork Pty Ltd t/a Yamaha Distributors South Africa Reports to: Technical Manager Availability:Immediate Position Overview Achieve the set-out...
Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....
Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...
Category: Financial services Location: Lichtenburg Salary: R120 000 - R180 000 Our client, a reputable firm in Lichtenburg, is urgently seeking a skilled Advisor Assistant. We are looking for someone efficient, bilingual, and experienced in the Short Term industry. If you have a background in Short Term Insurance or Underwriting and are looking for a new challenge, we want to hear from you. Key...
Insurance Client, with a large product portfolio is looking for a capable Advisor Assistant Minimum requirements: - Matric is a minimum requirement - RE5 or para-planning qualifications would be advantageous - Proven track-record of 2-5 years in a similar role - Experience in reviews, risk assessment, overseeing client portfolios and documentation Consultant: Gabi Le Cordier - Dante Personnel...
Our workshop in Hillcrest, Kwa Zulu - Natal, is looking for an Assistant Manager/Service Advisor, MUST have a valid driver's license. Applicant who has previously worked for an aftermarket service center such as BOSCH, e-Car, Car Service City, CARtime, Car Care Clinic etc. will be given preference. Requirements: - Customer service skills - Communication skills - Comprehension skills -...
Company Description LexJes Design & Consulting specializes in providing tailored virtual support solutions to empower businesses, entrepreneurs, and professionals. Our experienced team of Executive, Personal, and Virtual Assistants offers a wide range of services, including administrative support, digital marketing, social media management, client service optimization, and recruitment solutions....
FICA & FAIS/ Compliance checks, Compliance administration Assisting the Financial advisor with maintaining the existing client base Attend to existing business queries General administration What you'll need: Matric Industry related qualification/certifications, i.e. Wealth Management course (advantageous) Computer literacy (Microsoft office-word, excel, Internet) Experience in the...
Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...
A reputable financial services firm located in Centurion, Gauteng, is seeking an Assistant to support client engagement and office administration. The ideal candidate must have at least 3 years of administrative experience in the long-term insurance or financial services sector. Proficiency in Microsoft Office Suite and a valid driver's license are essential. This role involves managing client...
Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
SA - Gauteng, CenturionR 25000 - R 28000 Monthly Basic SalaryInsurance Client, with a large product portfolio is looking for a capable Advisor AssistantMinimum requirements: Matric is a minimum requirementRE5 or para-planning qualifications would be advantageousProven track-record of 2-5 years in a similar roleExperience in reviews, risk assessment, overseeing client portfolios and documentation...
Minimum requirements: - Matric is a minimum requirement - RE5 or para-planning qualifications would be advantageous - Proven track-record of 2-5 years in a similar role - Experience in reviews, risk assessment, overseeing client portfolios and documentation Consultant: Gabi Le Cordier - Dante Personnel Centurion
2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...
A leading financial services firm in Pretoria is seeking an experienced Administrator to assist Financial Advisors. The role includes scheduling meetings, processing documentation, and maintaining client portfolios. Candidates should have Grade 12, strong communication skills in Afrikaans and English, and at least 5 years of experience in a financial advisory practice. A valid driver's license...
A leading agricultural company in KwaZulu-Natal seeks a Floor Advisor to provide expert advice and support to customers on the sales floor. Key responsibilities include ordering and selling stock, customer assistance, and ensuring compliance with Health & Safety standards. Candidates should have Matric (Grade 12), product knowledge, and good marketing skills. This role offers the chance to grow...
Who are we? SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building...
A financial services firm based in Pretoria is seeking a Financial Advisor Assistant to support their dynamic team. The role involves assisting financial advisors in preparing and reviewing financial plans, maintaining client records, conducting market research, and managing schedules. Ideal candidates should have 1-2 years of experience, a strong understanding of financial products, and superior...