Financial Planner Assistant jobs in Centurion

A financial services company in Centurion seeks experienced Financial Advisors to help clients achieve their financial goals. Candidates should have at least 1 year of life insurance and investment selling experience, hold an RE5 certification, and possess a valid driver's license with their own transport. The role involves generating leads through networking and building relationships, providing...

A financial services company in Centurion is seeking an experienced Financial Advisor to engage with clients on their financial wellness. The ideal candidate will have a degree in Financial Planning, Business, Finance, or Economics and 13 years of sales experience in the insurance industry. Responsibilities include conducting financial needs analysis, providing tailored financial advice, and...

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...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS and...

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...

A financial services provider in Centurion is seeking a Compliance Assistant responsible for monitoring compliance with regulations and internal policies. Key duties include assisting in policy development, investigating compliance issues, and preparing reports for management. Ideal candidates should have at least 2 years of experience in compliance functions, strong Microsoft Office skills, and...

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...

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...

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...

Job Title: Financial Assistant – Irene, Centurion. Overview: As a Financial Assistant, you will play a vital role in supporting the financial operations of the company. Your responsibilities will revolve around assisting with various financial tasks, ensuring accuracy, compliance, and efficiency in financial processes. You will collaborate closely with financial managers, accountants, and other...

Overview Hire Resolves’ client is currently seeking a highly motivated and detail-oriented individual to join our team as a Junior / Mid Project Planner in Centurion, GP. Responsibilities - Preparing project schedules, updating and maintaining project documentation - Assisting in the monitoring and reporting of project progress. - Working closely with senior project planners and project...

Key Responsibilities - Develop and maintain detailed project schedules In line with approved work breakdown structures (WBS) in MS Project, aligned with project scope and engineering deliverables - Update and maintain project schedules with actual progress data and forecasting dates received from engineering, expeditor, procurement, OEM's and fabricators - Assist with resource loading, man-hour...

A flexible work opportunity provider in South Africa is seeking individuals to engage with customers in a sales-focused role. Candidates will undertake online training and assessments, and must have their own computer and cell phone to operate from home. This position can be either full-time or part-time, allowing for personal income growth based on effort and time invested. Enjoy the freedom to...

Our Client in the Retail Life Insurance industry is seeking a self-driven, dynamic Digital Portfolio Planner eager to grow their career by supporting clients in achieving financial security. The primary objective of this role is to attract, acquire, and retain clients by designing and implementing tailored financial plans that align with their financial wellness needs. This is achieved in line...

SUMMARY Junior Project Planner / Expeditor – Engineering Projects Location: Centurion (Office-based / Site support as required) Department: Project Management / Engineering Employment Type: One year Contract Remuneration: Market-related, based on experience About the Company We are a well-established multidisciplinary engineering company delivering high-quality engineering, manufacturing,...

- FAIS and advice accredited (preferably RE5 and COB3) - Degree in Financial Planning, Business, Finance, or Economics (required) - Aspirations towards becoming a Certified Financial Planner (CFP) - 13 years' sales experience in the insurance industry - Must be qualified to provide advice under supervision or independently Duties and Responsibilities: - Engage telephonically and digitally with...

Overview Are you looking to earn an income/extra income working from home with flexible hours? This opportunity allows you to work on either a full-time or part-time basis and requires online training with assessments to establish competency. Responsibilities - Engage with customers in a sales-focused role - Complete the comprehensive online training programme and online assessments - Operate...

Key Responsibilities - Develop and maintain detailed project schedules In line with approved work breakdown structures (WBS) in MS Project, aligned with project scope and engineering deliverables - Update and maintain project schedules with actual progress data and forecasting dates received from engineering, expeditor, procurement, OEM's and fabricators - Assist with resource loading, man-hour...