financial advisor assistant jobs in Centurion

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...

Financial Advisor –Health Products Specialist ​ Platinum Talent is seeking multiple dedicated FinancialAdvisors specializing in health products for our client with their Headoffice in Centurion, Gauteng. In this role, you will acquire, retain, and grow a clientbase by offering expert financial planning tailored to health-relatedsolutions. Your primary responsibility will be to provide...

I am looking for 4 to 8 Financial Advisors/Planners who meet following requirements: - Min 1 year of life insurance / investment selling experience - RE5 - Matric - Drivers license & own transport - Clear ITC - Clear criminal record Duties & Responsibilities The role at a glance is about championing our customers to achieve their lifetime goals by identifying their financial needs,...

Momentum, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities. Momentum Health Solutions is...

Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave autonomy, flexibility, and the opportunity to build a successful business, look no further IWCP (Insurance and Wealth Creation Professionals) is the gateway to a rewarding career as a Financial Advisor. Embark on a journey of professional growth and personal success with IWCP (Insurance and...

At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups. About this position The Financial Advisor will be responsible for effective marketing of life assurance and funeral products via our Digital Channel (Contact Centre) Job Outputs: - Selling...

We are looking for Financia Advisors for the insurance industry Personal and Commercial lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Development Consultants for motor and household domestic insurance. Basic R 20000.00 plus UNCAPPED commission plus...

Financial Advisors Specializing in Health (Centurion and Cape Town) Role Purpose: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to...

Requirements: - Matric. - Own reliable vehicle and laptop. - Bachelors degree (BCom, BA, LLB, or related degree) - Must be bilingual English and Afrikaans Skills: - Experience in sales/key accounts/customer relations/marketing/business development. - Good interpersonal skills and ability to build and maintain quality client relationships. - Resilient, competitive, ambitious, confident, positive...

Join Momentum as a Financial Adviser – Empower Your Clients and Your Future At Momentum, being a financial adviser is about more than just offering advice—it's about building meaningful partnerships with clients to guide them towards achieving their financial dreams. As a Momentum financial adviser, you'll help clients create personalized strategies that align with their needs and aspirations,...

Provide professional, relevant and compliant financial advice, planning and product solutions to new and existing clients. The role focuses on building and maintaining long-term client relationships that strengthen loyalty to the Sanlam brand while generating sustainable advice and sales outcomes. Job Type: Permanent Pay: From R5 000,00 per week Ability to commute/relocate: - Centurion,...

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...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

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

A reputable consulting firm based in Centurion is seeking a results-driven Financial Manager to oversee its finance function. The company provides expert consulting services across diverse industries and is committed to delivering value, efficiency, and strategic guidance to its clients. We are looking for a seasoned finance professional to ensure accurate financial management, compliance, and to...

Company:An esteemed Property Management entity located in Pretoria, Centurion is seeking a proficient Financial Assistant to join their dynamic team and contribute significantly to their ongoing growth and success. Responsibilities: - Bank recons - Creditor recons - Petty cash recons - E-wallet payments - Bank confirmations - Bank downloads - CIB checks - Opening and closing of...

This is an opportunity for a dynamic Customer Financial Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. No of Leads available 5000 Salary Commission - 50/50 Responsibilities:Provide financial advice and planning. Handle and solve client...

We are a leading financial services firm with a strong foundation in mentorship, innovation, and people-centered values. Being the biggest Independent Franchise in South Africa, we are committed to developing financial planners who are passionate about helping clients and businesses achieve their financial goals. With over 23 years of success in the industry, we continue to grow and empower our...

Job title: Financial Advisors Specializing in Health Location: Centurion Role Purpose: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater...