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 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....
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;-...
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...
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...
A leading financial services firm in Pretoria is seeking an experienced Administrator to assist Financial Advisors. The role includes scheduling meetings, processing documentation, and maintaining client portfolios. Candidates should have Grade 12, strong communication skills in Afrikaans and English, and at least 5 years of experience in a financial advisory practice. A valid driver's license...
Service Advisor – 12-Month YES Internship Programme Location: East Rand Industry: Automotive Retail Employment Type: Fixed-Term Internship (12 Months) Salary: R5,600 per month 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...
Overview Listing reference: click_023376 Listing status: Online Apply by: 29 January 2026 Position Summary Industry: Wholesale & Retail Trade Job category: Other: FMCG, Retail, Wholesale and Supply Chain Location: Bedfordview Contract: Permanent Remuneration: Market Related EE position: Yes About Our Company Clicks Group Introduction Are you passionate about health and beauty...
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...
Your time is now to be your exceptional best at Old Mutual! Job Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach....
Private Service Advisor page is loaded## Private Service Advisorlocations: Johannesburgposted on: Posted Todaytime left to apply: End Date: January 29, 2026 (2 days left to apply)job requisition id: R37428# Job DescriptionTo provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers Act...
Private Wealth Advisor page is loaded## Private Wealth Advisorlocations: Johannesburgposted on: Posted Todaytime left to apply: End Date: February 3, 2026 (7 days left to apply)job requisition id: R41314# Job DescriptionHello future Private Advisor – Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of...
Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Hello future Banking Advisor Welcome to FNB, the...
Role Overview Were looking for a driven Junior Financial Advisor, salaried position, starting at R30,000 per month, with additional incentives over time. This role is ideal for someone who is either a Certified Financial Planner (CFP®) or actively working towards certification. Youll work directly with senior advisors, gaining exposure to high-net-worth individuals, companies, and trusts, with...
A financial services firm in Johannesburg is seeking an experienced Financial Advisor to provide expert financial advice and assist clients in managing their financial plans. The ideal candidate will have a minimum of 2 years of experience and possess a relevant degree. This role offers a commission-based earning structure and a hybrid working model, providing flexibility for working from home....
We are looking for specialist with extensive knowledge in how to sell and building new networks. Someone who fully understands the Sales lifecycle, inclusive of client services. The ideal candidate will also have an unsatiable hunger to write his/her own cheque and will be innovative in finding new ways to find customers. Someone who has a passion for people and who remains fit and proper at all...
1. Quality Assessment & Standards: Transportation & Fulfilment SOP & Work Instruction Development; FedEx Network and Facilities (Hubs, Stations) Policies & Procedures Development & Implementation; Quality & Regulatory Advisory 2. Quality Management: Quality Corrective & Preventive Actions; Quality & Compliance Advisory; Quality & Compliance Performance; Compliance & Quality Program...
Ready to grow your communication and organisational skills? Our Service Advisor Learnership is designed for driven individuals aiming for a rewarding role with daily client interaction. Requirements - Degree or diploma (any field) - Valid Code B driver’s licence - Clear criminal record What we offer - A 12-month, in-depth training programme within a busy service centre - Hands-on mentoring...
A financial services firm based in Pretoria is seeking a Financial Advisor Assistant to support their dynamic team. The role involves assisting financial advisors in preparing and reviewing financial plans, maintaining client records, conducting market research, and managing schedules. Ideal candidates should have 1-2 years of experience, a strong understanding of financial products, and superior...