financial advisor assistant jobs in Stellenbosch

Company Description Sanlam, Africa's insurance giant, is dedicated to helping individuals achieve financial confidence. With a commitment to open conversations about finances, Sanlam provides a range of insurance and investment solutions to empower people in their financial journey. The company is located in Cape Town and offers on-site opportunities for employees to collaborate and contribute...

THE OPPORTUNITY The Assistant Financial Accountant will play a key role in supporting the finance team in the day-to-day accounting operations of the business. This includes assisting with asset capitalisation, general ledger maintenance, month-end reporting, and other accounting duties to ensure accurate financial information for management and compliance purposes. The role is ideal for someone...

Duties/Pligte- Completing daily banking procedures as prescribed by the Gymnasium, including the monitoring of all sales contracts (online and in-person) for correctness;- Compiling daily transaction success and failure reports, with accompanying remedial action plans;- Ensuring that appropriate internal controls over the business are implemented, maintained, and monitored, as directed by the...

Job description: The successful candidate will be responsible for administration & interacting with clients by managing relationships and providing client services. You will ensure new business implementation, reception duties and excellent office administrative skills. Responsibilities: · Gather Policy information · Compile a summary of information · Research product information · Handle...

Burnt was founded in the summer of 2018 by Pierre & Andriana Cronje. The couple decided to merge their love for fitness and fashion with a range of high-quality performance activewear that’s both functional and fashionable and aimed exclusively at those who live and love an active lifestyle. The Burnt team has grown exponentially over the past couple of years, into a young, dynamic and vibrant...

Job Description: Monitor and forecast cash positions across multiple entities, including subsidiaries and project vehicles Engage with local and international banks on treasury products, foreign exchange, guarantees, and letters of credit Assist in negotiating banking facilities and project finance structures Build and refine detailed project finance models to assess investment returns, funding...

Are you ready to make a meaningful impact in a forward-thinking engineering environment? We are seeking a Financial Analyst to support project development, financing, and execution, with a focus on financial modelling, investment evaluation, and transaction support. In this role, you will assess project economics, contribute to debt and equity structuring, and support key capital initiatives...

Location: Johannesburg (Rosebank) or Cape Town (Stellenbosch) Employment: Full-term, permanent position Work Model: Hybrid work model (2 days per week in office) WHO ARE WE? The Genasys story began in 1997 with a visionary founder who recognised that software was the key to revolutionising insurance efficiency and delivering exceptional customer experiences. From humble beginnings, we've...

Description of the role:Our client based in the Cape Town are looking for qualified and non-qualified Financial Advisors to join their well established team. RequirementsMatric (Grade 12)Own reliable vehicle RE5 Certificate (advantage)CPD Hours (advantage)NQF5 Wealth management (advantage)Competencies: Self driven and Target orientatedExisting Book would be an advantageOutspoken and outgoing...

Company Description At Zen BlueStar, we strive to bridge the gap between financial confidence and wellness. Our team of expert financial planners is committed to offering holistic financial planning to our clients, addressing all their financial and fiduciary needs. Based in the picturesque town of Somerset West and authorized by Sanlam, we are dedicated to understanding your specific needs to...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...

Job Description, Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs. Scope Of The Job This is a commission-based role...

Job Advert Summary:Purpose of the Job:Scope of the Job:It is a tied agency role of own lead generation. We have a competitive risk commission structure with a range of 55% to 100% commission split. An Advisor's performance determines mobility up these risk commission splits. It is a commission only position from month 13. We provide work tools (laptop with headset and 3G card). The position...

Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen...

Description: The successful candidate will work closely with the Financial Manager and key business units, providing high-quality financial analysis, management accounting, and accurate financial reporting to support informed business decision-making. This role offers exposure to senior executives, minimal red tape, and the freedom to contribute across a wide range of projects in a collaborative...

Being a Financial Advisor/Broker is not a job but a long term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. We are a well established Financial Instituition looking at appointing 20 motivated individuals in the Old Mutual, Metropolitan, Sanlam, Avbob space. Minimum Requirements: - Go Getter - Money Hungry - Reliable...

Duties/Pligte- Liaising regarding, and dealing with financial matters relating to faculties, institutes and support environments;- Providing financial advisory services to the above-mentioned environments;- Monitoring of compliance with financial policies and procedures;- Compiling management reports on a continuous basis;- Responding to and solving financial policy and procedure queries...

THE OPPORTUNITY We have an opportunity for an admitted attorney to join our team as a Legal Advisor. The purpose of this position is to (i) assume the management of the legal department and (ii) ensure the achievement of the strategic imperatives of the company and associated companies, by providing legal advice and opinions, drafting commercial contracts, litigation, and Intellectual Property...

Duties/Pligte - Positioning Stellenbosch University as a tertiary institution of choice; - Providing outstanding customer service; - Disseminating information relating to our academic offering to assist prospective students and their parents to make an informed decision; - Coordinating on-campus activities for school groups and individual visitors; - Marketing Stellenbosch University through...

Being a FINANCIAL ADVISOR is not a job but a long-term noble profession. It is about providing your clients with financial security and building a long-term relationship with them. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals. Minimum Requirements: - Minimum of 2 years in a Financial Advisory Role - Computer Literate - RE 5...