Advisor Assistant jobs in Centurion

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...

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....

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...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 27 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. Youi is a company within the OUTsurance Holdings Group. Youi prides itself on being different. We've challenged the Australian...

About Us Since the invention of the truck over 125 years ago, Daimler Truck AG has been a pioneer in the commercial vehicle sector and is today one of the world's largest commercial vehicle manufacturers. Established in South Africa over 60 years ago, Daimler Truck Southern Africa Ltd together with its subsidiaries Daimler Truck Financial Services South Africa (Pty) Ltd and Sandown Motor...

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...

Reporting to:Vice Principal Student Affairs Employment Type: Full Time NewBridge Graduate Institute is registered with the Department of Higher Education and Training as a private higher education institution. A provider of distinctive qualifications with a 22-year history of academic excellence, the institute offers a unique educational model focused on collaborative learning, industry...

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...

Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 27 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...

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...

Minimum requirements: - Must have an LLB or BProc - Be an admitted attorney, with a minimum of between 3 and 5 years post- admission experience gained as an attorney in an attorneys private - Have exposure to an insurance litigation environment - Have a good and comprehensive knowledge of the magistrates and high court procedures. - Be computer literate and have working knowledge of MS Office...

Company Description OUTsurance Shared Services is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that customers and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us. Job...

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...

Company DescriptionYoui is a company within the OUTsurance Holdings Group. Youi prides itself on being different. We've challenged the Australian insurance industry and we're always looking for ways to be better. Our unwavering commitment to being a great company to work for and providing awesome service to our clients drive our success. You can become a part of our success story.Job Description...

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...

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...

High automotive technical knowledge and competent in product and process concern diagnosis.- Ability to understand the critical concern and logical approach.- Ford Information systems- PTS, GCQIS, GTAC, OWS, and Panda- Computer literate - Word, Excel, Outlook, PowerPoint, IDS, FDRS, and Microsoft Teams.- Ability to work under pressure in difficult environments and different time zones.-...

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...

Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our success can be attributed, amongst other things, to the outstanding people that work for us. Job Description You will be...

Company Description OUTsurance 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...