Advisor Assistant jobs in Bellville

Personal Assistant to RGM: Broker and Advisor: SLS: SanlamConnect: Cape Region : Bellville Location: Bellville, Western Cape, ZA 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...

- AUTOMOTIVE EXPERIENCE IS A MUST IF YOU DO NOT HAVE YOU DO NOT QUALIFY Handling customer inquiries and providing exceptional customer service. - Welcoming customers to a warm environment and giving customers peace of mind by explaining work carried out on collection. - Following up with workshop and providing accurate feedback to customers multiple times a day. - Assisting with scheduling...

A leading financial institution in Bellville is looking for a candidate to assist in proactively managing a portfolio of affluent clients. You will work with a team of Private Bankers to identify opportunities for new and existing clients. Ideal candidates will have a RE5 Certificate and a degree in Finance or Accounting, with 2 to 3 years of experience in a financial sales environment. This role...

Job Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Wealth and Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine...

Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation. The successful candidate will provide the required and relevant professional assistance to...

An exciting opportunity has become available within the construction industry for a Legal Advisor. The position is based in Plattekloof, Cape Town. Duties & Responsibilities Legal support: - Providing general legal support to the different divisions of the company: Finance & Management Support / Management Program / FCA’s / Professional Services. - Drafting of legal documentation, including...

A wealth management company is looking for an experienced and proactive Senior Wealth Assistant who is fluent in English and Afrikaans to support Wealth Managers and Advisors. The successful candidate will assist with financial reviews, retirement and investment instructions, and ensure clients receive exceptional service. Responsibiltiies - Support Wealth Managers/Advisors with new and...

Assistant Accountant (Hybrid) PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Job description:PSG is recruiting for an...

A leading financial services provider in Durbanville is seeking a dedicated client service representative to educate clients on digital solutions and assist with cash transactions. The role requires strong customer service skills and a diploma or relevant qualification in Banking Services. With 1-2 years of experience in client service and a commitment to achieving client satisfaction, the...

Responsibilities- Control the online communication line, responding to client messages promptly and directing them to the appropriate team member when necessary.- Answer incoming calls, addressing client queries regarding claims, authorizations, and policy inquiries.- Process medical authorizations, ensuring that clients’ medical procedures are approved in a timely manner.- Assist with urgent...

Listing reference: click_ Listing status: Online Apply by: 21 December 2025 Position Summary Industry: Wholesale & Retail Trade Job category: Other: FMCG, Retail, Wholesale and Supply Chain Location: Durbanville Contract: Permanent Remuneration: Market Related EE position: Yes About Our Company Clicks Group Introduction Are you passionate about beauty products and helping people look...

Job Title: Administrator: Service Advisor Location: Hyundai Plumstead We are seeking a dedicated and organized individual to join our team as an Administrator: Service Advisor. The successful candidate will be responsible for assisting with administrative tasks related to the service department and providing excellent customer service to clients. Key Responsibilities: - Greet customers and...

Overview Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Welcome to FNB, the home of the...

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...

Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Provide sound services and recommendations...

Legal Advisor Position An exciting opportunity has become available within the construction industry, for a Legal Advisor. The position is based in Plattekloof, Cape Town. Duties & Responsibilities Legal support: - Providing general legal support to the different divisions of the company: Finance & Management Support / Management Program / FCA’s / Professional Services. - Drafting of legal...

Sales Advisor - Clicks Seapoint (3 month fixed term contract) Listing reference: click_020353 Listing status: Online Apply by: 17 June 2025 Position summary Industry: Wholesale & Retail Trade Job category: Retail Operations Location: Cape Town Contract: Fixed Term Contract EE position: Yes About our company Clicks Group Introduction Are you passionate about beauty products and...

A leading financial services provider in Cape Town is seeking a Regional Specialist Support role to assist Financial Advisors in practice development and sales execution. This role involves coordinating support, driving marketing strategies, and ensuring compliance within practices. The ideal candidate will have 3-5 years of experience in financial services support and a Grade 12 qualification. A...

Job Description Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now's the time to imagine your potential in a team where experts come together and ignite effective change. Goal: Improvement on the lives of customers through simple, effective solutions that meet their...

Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Welcome to FNB, the home of the chargeables. We...