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...
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...
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;-...
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
Company: Dis-Chem Life Position: Sale and Operations Manager (Advisors) Location: Johannesburg, South Africa Reports to: Head of Distribution Purpose of the Role: Driving Distribution Excellence: As a sales and operations manager, you will spearhead the deployment of financial advisors nationwide, executing robust distribution strategies for maximum market impact. Collaborating closely with the...
Job Title: Service Advisor Purpose of the Role: The Service Advisor will be responsible for coordinating service requests, assisting customers, and ensuring the efficient scheduling and completion of service, maintenance, and support related to alternative energy solutions. Key Responsibilities: - Serve as the first point of contact for service-related customer enquiries - Log service calls...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...
We are thrilled to announce a new opening for a highly skilled Service Advisor for our Centurion, Pretoria Branch, to join our team! About the Position: We are seeking a highly skilled and experienced Service Advisor (Technical Savvy) to join our Branch. The successful candidate will be responsible for acting as the technical product specialist liaison between our customers and service...
Duties include Customer Interaction & Care - Be the first point of contact greet customers professionally and identify service needs - Clearly explain vehicle issues and service requirements in simple, customer-friendly language - Provide accurate service estimates and obtain approvals - Maintain consistent communication regarding vehicle progress, additional work, timelines, and costs - Conduct...
OVERVIEW This individual is responsible for providing accurate and timely legal advice to the Director and Management on a variety of legal topics including but not limited to labour and employment, immigration, finance, service contracts and general operations. Responsibilities include researching and evaluating different risk factors and offering proactive advice on possible legal issues. The...
Join EQ-FIN as a Financial Advisor Shape Your Future, Empower Others Opportunities in the Pretoria Company Description EQ-FIN is an outsourced assurance management company representing Liberty Group Ltd and STANLIB in the South African financial services industry. The company distributes a range of products including insurance, retirement planning solutions, savings products, and corporate...
Long-Term Insurance Financial Advisor / Planner Needed Liberty has Financial Advisors positions available for the Cream of The Crop Sales Experts! If you dont have experience as a Financial Advisor, no problem we provide cutting edge training and ongoing learning to make sure all our Financial Advisors succeed. We are looking for motivated and target driven professional individuals that...
Role Overview: An established automotive dealership in the East Rand is offering a 12-month YES Internship opportunity for a motivated and customer-focused Service Advisor. This role is ideal for unemployed youth seeking practical workplace experience within the automotive aftersales environment. The successful intern will receive structured on-the-job training and exposure to service reception,...
Overview Customer Advisor Part time hours per week Permanent Contract Shifts available Monday - Sunday, 7.00am pm UK Notional hourly rate £12.71 per hour B&Q Penryn We believe anyone can improve their home to make life better. Every day, we give our millions of customers the ideas, advice, tools and confidence they need to create a home they'll love. Join us as a Customer Advisor and...
Job Specification: Financial AdvisorOverview Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the...
Long-Term Insurance Financial Advisor / Planner Needed Liberty has Financial Advisors positions available for the Cream of The Crop Sales Experts! If you dont have experience as a Financial Advisor, no problem we provide cutting edge training and ongoing learning to make sure all our Financial Advisors succeed. We are looking for motivated and target driven professional individuals that...
Long-Term Insurance Financial Advisor / Planner Needed Liberty has Financial Advisors positions available for the Cream of The Crop Sales Experts! If you dont have experience as a Financial Advisor, no problem we provide cutting edge training and ongoing learning to make sure all our Financial Advisors succeed. We are looking for motivated and target driven professional individuals that...