Administrative Assistant

Joubert & Associates · Posted today

Paarl, Western Cape Jobs South Africa

About the role

Assistant to join their team. Key Performance Areas: Office Administration – Maintain accurate records and efficient day... product codes, pricing, and descriptions Financial Administration – Manage petty cash and maintain accurate financial

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Financial Controller

Hospitality Hire · Posted today

South Africa Jobs South Africa

About the role

be working as a Hotel Financial Controller, Assistant Financial Controller, Senior Hotel Accountant or hospitality finance... across a complex multi-lodge operation, strengthening financial controls, analysing performance, supporting operational leaders

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Admin Controller/2IC/Assistant Store Manager

Edgray Distributors (Pty) Ltd t/a JUMBO · Posted 2 days ago

Klerksdorp, North West Jobs South Africa

About the role

Thinking Financial Management Customer Insight & Focus Decision making Attention to Detail Problem Solving Planning

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Assistant Financial Controller

Esteem Recruitment · Posted 2 days ago

Kempton Park, Gauteng Jobs South Africa

About the role

We are seeking a highly skilled and detail-oriented Assistant Financial Controller to join our ESA finance team... business growth through strategic financial planning. The successful candidate will bring strong technical accounting

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Financial Planning & Investment Admin Assistant

The Talent Experts · Posted 7 days ago

Bedfordview, Gauteng - Johannesburg, Gauteng Jobs South Africa

About the role

. Where you'll be doing it Based in Bedfordview, this financial planning and investment business supports high-net-worth clients... about investments, you are keen to learn and grow in financial services. What you'll be doing (and why you'll enjoy it) Keeping

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Financial Planning Partner Assistant

Fouche & Co Recruitment · Posted 10 days ago

Western Cape Jobs South Africa R20000 per month

About the role

a highly professional, supportive team environment. The Financial Planning Partner Assistant provides critical administrative..., compliance-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering

Compensation R20000 per month
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Operations Assistant (Financial Planning)

Fouche & Co Recruitment · Posted 10 days ago

Gauteng Jobs South Africa R18000 per month

About the role

wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical... basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions

Compensation R18000 per month
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Financial Planning Partner Assistant

Fouche & Co Recruitment · Posted 11 days ago

Western Cape Jobs South Africa R20000 - 25000 per month

About the role

Partner Assistant provides critical administrative, operational, and client services support to Financial Planning Partners... management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organization focuses

Compensation R20000 - 25000 per month
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Operations Assistant (Financial Planning)

Fouche & Co Recruitment · Posted 11 days ago

Johannesburg, Gauteng Jobs South Africa R18000 - 20000 per month

About the role

and administrative support within a high-performing financial planning service hub. Our client is a prominent financial services firm... Operations Assistant provides critical administrative and client service support to a national network of financial planners

Compensation R18000 - 20000 per month
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Financial Planning Partner Assistant

Fouche & Co Recruitment · Posted 11 days ago

Cape Town, Western Cape Jobs South Africa R20000 - 25000 per month

About the role

professional, supportive team environment. The Financial Planning Partner Assistant provides critical administrative, operational...-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering a highly

Compensation R20000 - 25000 per month
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Operations Assistant (Financial Planning)

Fouche & Co Recruitment · Posted 11 days ago

Johannesburg, Gauteng Jobs South Africa R18000 - 20000 per month

About the role

management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative..., this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product

Compensation R18000 - 20000 per month
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Financial Planning Partner Assistant

Merand Recruitment · Posted 22 days ago

Constantia, Cape Town Jobs South Africa

About the role

Key Responsibilities Provide day-to-day administrative and operational support to the Financial Planning Partner... documentation and information required for client meetings and financial planning engagements. Process new business applications

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Financial Planning Partner Assistant

Merand Recruitment · Posted 26 days ago

Pretoria, Gauteng Jobs South Africa

About the role

Financial Planning Partner Assistant 24 Jul 2026 - 30 Sep 2026 Contractor CPT002187 Financial Gauteng..., Tshwane (Pretoria) An established financial services practice is seeking a Financial Planning Partner Assistant to support

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Financial Planning Partner Assistant

Merand Recruitment · Posted 26 days ago

Pretoria, Gauteng Jobs South Africa

About the role

delivery. Liaise with product providers and assist Financial Planning Partners with client queries. Implement administrative... qualification or financial services courses advantageous. Knowledge Understanding of financial planning practices Knowledge

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Junior Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

Durban, KwaZulu-Natal Jobs South Africa

About the role

Junior Financial Planning Partner Assistant 1 Sep 2026 - 1 Oct 2026 Contractor CPT002348 Financial KwaZulu... Natal, Durban Our client is looking for a Junior Financial Planning Partner Assistant to provide comprehensive

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Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

East London, Eastern Cape Jobs South Africa

About the role

Financial Planning Partner Assistant 1 Sep 2026 - 1 Oct 2026 Contractor CPT002347 Financial Eastern Cape..., East London Our client is looking for a Financial Planning Partner Assistant to provide comprehensive administrative

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Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

East London, Eastern Cape Jobs South Africa R18000 - 25000 per month

About the role

of the Financial Planning Partner. Act as a primary point of contact for clients and ensure client requirements are followed... up and resolved. Implement and maintain administrative processes and controls within the financial planning practice

Compensation R18000 - 25000 per month
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Junior Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

Durban, KwaZulu-Natal Jobs South Africa R8000 - 10000 per month

About the role

of the Financial Planning Partner. Act as a primary point of contact for clients and ensure client requirements are followed... up and resolved. Implement and maintain administrative processes and controls within the financial planning practice

Compensation R8000 - 10000 per month
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Junior Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

Durban, KwaZulu-Natal Jobs South Africa

About the role

. Implement and maintain administrative processes and controls within the financial planning practice. Liaise with product... engagements and financial planning meetings. Capture and check FICA and AML information during the client onboarding process

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Financial Planning Partner Assistant

Merand Recruitment · Posted 84 days ago

Constantia, Cape Town Jobs South Africa

About the role

Financial Planning Partner Assistant 2026-07-07 - 2026-08-06 Contractor CPT002298 Financial Western Cape... Planning Partner Assistant to provide administrative, operational and client support to a Financial Planning Partner

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Creditors Team Lead

iKhokha · Posted today

Umhlanga Rocks, eThekwini Adzuna South Africa

About the role

Job Description The iK Tribe is searching for a dynamic Creditors Team Lead to join our ranks and drive excellence in managing our accounts payable processes. If you have a knack for team empowerment and a passion for precision, then this is your opportunity to go against the grain and make a substantial impact in our business. So, what will you do? You will ensure accurate and efficient management of the company’s creditors book, with an emphasis on reviewing the output of an in-house creditor…

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Financial Planning Partner Assistant

Techm Studios · Posted 3 days ago

Bo-Kaap, Cape Town City Centre Adzuna South Africa

About the role

A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering a highly professional, supportive team environment. The Financial Planning Partner Assistant provides critical administrative, operational, and client services support to Financial Planning Partners. Based at the Constantia office in the Western Cape, this role acts a…

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Operations Assistant (Financial Planning)

Techm Studios · Posted 3 days ago

Kensington, East Johannesburg Adzuna South Africa

About the role

Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative and client service support to a national network of financial planners. Operating from the head office on a full-time basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product providers and…

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Cost Accountant

Techm Studios · Posted 6 days ago

Rustenburg, Bojanala Platinum Adzuna South Africa

About the role

Minimum Requirements B.Com 5 years relevant experience Strong experience in product costing Background in mining, manufacturing or FMCG Audit experience advantageous Strong understanding of cost accounting principles Advanced Excel and strong analytical capabilities Must be comfortable working in a fast-paced, deadline-driven environment Key Responsibilities Manage and maintain accurate product costing Analyse production costs, variances and cost drivers Monitor and report on manufacturing and …

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Paraplanner - Port Elizabeth

Techm Studios · Posted 6 days ago

Port Elizabeth, Nelson Mandela Bay Adzuna South Africa

About the role

Requirements: A relevant tertiary qualification, such as BCom Financial Planning, Accounting, Law, General or a similar qualification Alternatively, relevant industry experience will be considered Strong analytical and problem-solving skills Excellent attention to detail and accuracy Proficiency in Microsoft Office Adaptable and comfortable learning and using new technologies Comfortable using AI tools in a professional environment Ability to perform financial calculations accurately Ability to…

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Cost Accountant

Network1 · Posted 6 days ago

Rustenburg, Bojanala Platinum Adzuna South Africa

About the role

Are you a numbers-driven Cost Accountant who thrives in fast-paced, high-pressure environments? Our client is looking for an experienced Cost Accountant who understands that costing is more than just numbers — it’s about driving accuracy, profitability and informed business decisions. If product costing is your strength and you’ve built your expertise across mining, manufacturing or FMCG, this is your opportunity to step into a high-impact Cost Accountant role. Minimum Requirements B.Com 5 year…

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Paraplanner - Port Elizabeth

Headhunters · Posted 6 days ago

South Africa Adzuna South Africa

About the role

Reference: PE003965-RVW-1 Our client in the financial services industry is seeking to employ a Paraplanner to join their team based in Port Elizabeth. Exciting Opportunity: Join a dynamic and professional team where your analytical, technical and financial planning skills will make an immediate impact. This is an excellent opportunity for a detail-oriented and proactive individual who is interested in developing their career within independent financial advice and practice management. Requireme…

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Cost Accountant

Network Finance · Posted 6 days ago

Rustenburg, Bojanala Platinum Adzuna South Africa

About the role

Reference: NFR011303-Sim-1 Are you a numbers-driven Cost Accountant who thrives in fast-paced, high-pressure environments? Our client is looking for an experienced Cost Accountant who understands that costing is more than just numbers — it’s about driving accuracy, profitability and informed business decisions. If product costing is your strength and you’ve built your expertise across mining, manufacturing or FMCG, this is your opportunity to step into a high-impact Cost Accountant role. Duties…

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Paraplanner - Port Elizabeth

Headhunters · Posted 6 days ago

Port Elizabeth, Nelson Mandela Bay Adzuna South Africa

About the role

Our client in the financial services industry is seeking to employ a Paraplanner to join their team based in Port Elizabeth. Exciting Opportunity: Join a dynamic and professional team where your analytical, technical and financial planning skills will make an immediate impact. This is an excellent opportunity for a detail-oriented and proactive individual who is interested in developing their career within independent financial advice and practice management. Requirements: A relevant tertiary q…

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Financial Planning & Investment Admin Assistant

The Talent Experts · Posted 7 days ago

Bedfordview, East Johannesburg Adzuna South Africa

About the role

Financial Planning & Investment Admin Assistant Bedfordview, Johannesburg Market related Investment administration isn't back-office work here, your accuracy directly supports advisers and high-net-worth clients. Is this you? Precision comes naturally to you, but you are equally comfortable speaking with clients and supporting colleagues. You take pride in meeting deadlines, keeping information organised and maintaining a professional manner. Curious about investments, you are keen to learn and…

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Financial Planning & Investment Admin Assistant

The Talent Experts · Posted 7 days ago

Observatory, Cape Town City Centre Adzuna South Africa

About the role

About the Opportunity Financial Planning & Investment Admin Assistant Bedfordview, Johannesburg Market related Investment administration isn't back-office work here, your accuracy directly supports advisers and high-net-worth clients. Is this you? Precision comes naturally to you, but you are equally comfortable speaking with clients and supporting colleagues. You take pride in meeting deadlines, keeping information organised and maintaining a professional manner. Curious about investments, you…

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Cost Accountant Rustenburg

Network Finance · Posted 7 days ago

Rustenburg, Bojanala Platinum Adzuna South Africa

About the role

Reference: NFR011303-Sim-1 Are you a numbers-driven Cost Accountant who thrives in fast-paced, high-pressure environments? Our client is looking for an experienced Cost Accountant who understands that costing is more than just numbers — it's about driving accuracy, profitability and informed business decisions. If product costing is your strength and you've built your expertise across mining, manufacturing or FMCG, this is your opportunity to step into a high-impact Cost Accountant role. Minimu…

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Senior Accountant

Techm Studios · Posted 8 days ago

Cape Town City Centre, Cape Town Region Adzuna South Africa

About the role

Job Description: Prepare and review monthly management accounts and financial reports across multiple business units Assist with group consolidations and reporting deliverables for various stakeholders Ensure the accuracy and completeness of financial information through detailed reconciliations and balance sheet reviews Support budgeting, forecasting, and financial planning processes through meaningful financial analysis Assist with the preparation of annual financial statements and statutory …

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Financial Planner Woodstock

Humankind Group · Posted 9 days ago

Woodstock, Cape Town City Centre Adzuna South Africa

About the role

Reference: HC003836-Maseg-1 A Financial Planner to assist with financial planning and investment advise to existing clients. We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Requirements: 3 - 5 years of financial planning experience Experience managing existing clients Tertiary qualifications: Minimum NQF Level 6 qualification RE5 - Essential Solid experience/ record writing business cases Experience in retirement, unit trust, and investment pl…

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Financial Planning Partner Assistant

Techm Studios · Posted 10 days ago

Cape Town City Centre, Cape Town Region Adzuna South Africa

About the role

A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering a highly professional, supportive team environment. The Financial Planning Partner Assistant provides critical administrative, operational, and client services support to Financial Planning Partners. Based at the Constantia office in the Western Cape, this role acts a…

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Financial Planning Partner Assistant

Fouche & Co Pty · Posted 10 days ago

Cape Town City Centre, Cape Town Region Adzuna South Africa

About the role

Reference: DBN000681-JB-2 Constantia - Are you a highly organised administrative professional with a passion for client service excellence in the wealth management sector? Join a dynamic, collaborative regional team where your meticulous attention to detail will directly support financial planners and elevate the client experience! Duties & Responsibilities A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial pla…

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Operations Assistant (Financial Planning)

Techm Studios · Posted 10 days ago

Johannesburg, Gauteng Adzuna South Africa

About the role

Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative and client service support to a national network of financial planners. Operating from the head office on a full-time basis, this role ensures seamless processing of financial planning requests, maintains CRM data, and manages interactions with product providers and…

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Financial Planning Partner Assistant

Fouche & Co Pty Ltd · Posted 11 days ago

Cape Town City Centre, Cape Town Region Adzuna South Africa

About the role

Reference: DBN000681-JB-2 Constantia - Are you a highly organised administrative professional with a passion for client service excellence in the wealth management sector? Join a dynamic, collaborative regional team where your meticulous attention to detail will directly support financial planners and elevate the client experience! A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organ…

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Operations Assistant (Financial Planning)

Fouche & Co Pty Ltd · Posted 11 days ago

North Johannesburg, Johannesburg Adzuna South Africa

About the role

Reference: DBN000703-JB-2 Sandton - Are you an organized financial services administrator looking to take the next step in your career with an industry-leading team? We are seeking a proactive and detail-orientated individual to deliver top-tier operational and administrative support within a high-performing financial planning service hub. Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. T…

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Operations Assistant (Financial Planning)

Fouche & Co Pty · Posted 11 days ago

North Johannesburg, Johannesburg Adzuna South Africa

About the role

Reference: DBN000703-JB-2 Sandton - Are you an organized financial services administrator looking to take the next step in your career with an industry-leading team? We are seeking a proactive and detail-orientated individual to deliver top-tier operational and administrative support within a high-performing financial planning service hub. Duties & Responsibilities Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and fin…

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Senior Financial Accountant

Techm Studios · Posted 11 days ago

Johannesburg, Gauteng Adzuna South Africa

About the role

Company and Job Description: You'll be joining a large, established real estate business with a diversified portfolio across multiple property sectors and a footprint that extends beyond local markets. With a substantial property portfolio and a business focused on actively managing and growing its assets, this is an environment where finance sits close to the commercial side of the organisation. For you, this is an opportunity to gain deeper exposure to what drives asset and portfolio performa…

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Senior Financial Accountant Johannesburg North

Network Finance. · Posted 11 days ago

North Johannesburg, Johannesburg Adzuna South Africa

About the role

Reference: NFU017245-CAIT-1 As a Senior Financial Accountant , are you ready to put your name on a bigger portfolio? Join an environment where you'll gain deeper exposure to the commercial drivers behind a substantial property business and see firsthand what influences asset performance and returns. Company and Job Description: You'll be joining a large, established real estate business with a diversified portfolio across multiple property sectors and a footprint that extends beyond local marke…

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Senior Financial Accountant

Network Finance. · Posted 11 days ago

North Johannesburg, Johannesburg Adzuna South Africa

About the role

Reference: NFU017245-CAIT-1 As a Senior Financial Accountant , are you ready to put your name on a bigger portfolio? Join an environment where you'll gain deeper exposure to the commercial drivers behind a substantial property business and see firsthand what influences asset performance and returns. Duties & Responsibilities Company and Job Description: You'll be joining a large, established real estate business with a diversified portfolio across multiple property sectors and a footprint that …

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Advisory Assistant - Durban

Techm Studios · Posted 11 days ago

Greyville, Durban Adzuna South Africa

About the role

Requirements:Grade 12 / Matric.Relevant Degree or Diploma.23 years experience in an Advisory Assistant, Financial Planning Assistant or similar role.Knowledge of FICA, FAIS and CRM systems.Previous experience within the financial services or financial advisory industry.Responsibilities:Communication and Client IntimacyFollow up on various instructions with internal and external stakeholders.Phone client to request documents and schedule meetings either via email or WhatsApp.Attend to client que…

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Financial Planning Partner Assistant

Techm Studios · Posted 18 days ago

Mdantsane, Buffalo City Adzuna South Africa

About the role

KEY RESPONSIBILITIESClient ServicesProvide professional and efficient client service on behalf of the Financial Planning Partner.Act as a primary point of contact for clients and ensure client requirements are followed up and resolved.Implement and maintain administrative processes and controls within the financial planning practice.Liaise with product providers regarding client transactions and requirements.Assist with formal complaint resolution processes where required.Ensure client service …

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Junior Financial Planning Partner Assistant

Techm Studios · Posted 18 days ago

Greyville, Durban Adzuna South Africa

About the role

KEY RESPONSIBILITIESClient ServicesProvide professional and efficient client service on behalf of the Financial Planning Partner.Act as a primary point of contact for clients and ensure client requirements are followed up and resolved.Implement and maintain administrative processes and controls within the financial planning practice.Liaise with product providers regarding client transactions and requirements.Assist with formal complaint resolution processes where required.Ensure client service …

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Advisory Assistant - Durban

Techm Studios · Posted 20 days ago

Durban, eThekwini Adzuna South Africa

About the role

Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 23 years experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA, FAIS and CRM systems. Previous experience within the financial services or financial advisory industry. Responsibilities: Communication and Client Intimacy Follow up on various instructions with internal and external stakeholders. Phone client to request documents and schedule meetings either via email or WhatsApp. Attend to …

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Advisory Assistant Durban

Headhunters · Posted 20 days ago

Durban, eThekwini Adzuna South Africa

About the role

Reference: PE003910-RVW-1 Our client, a well-established organisation operating within the financial services industry, is seeking to employ an Advisory Assistant to join their team based in Kloof Durban. Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 2–3 years' experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA, FAIS and CRM systems. Previous experience within the financial services or financial advisory industry. Responsibilities…

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Advisory Assistant - Durban

Headhunters · Posted 20 days ago

Durban, eThekwini Adzuna South Africa

About the role

Reference: PE003910-RVW-1 Our client, a well-established organisation operating within the financial services industry, is seeking to employ an Advisory Assistant to join their team based in Kloof Durban. Duties & Responsibilities Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 2–3 years’ experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA, FAIS and CRM systems. Previous experience within the financial services or financial advisory …

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Advisory Assistant - Durban

Headhunters · Posted 20 days ago

eThekwini, KwaZulu-Natal Adzuna South Africa

About the role

Our client, a well-established organisation operating within the financial services industry, is seeking to employ an Advisory Assistant to join their team based in Kloof Durban. Requirements: Grade 12 / Matric. Relevant Degree or Diploma. 2–3 years’ experience in an Advisory Assistant, Financial Planning Assistant or similar role. Knowledge of FICA, FAIS and CRM systems. Previous experience within the financial services or financial advisory industry. Responsibilities: Communication and Client…

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Costing Analyst

Network1 · Posted 20 days ago

Stellenbosch, Cape Winelands Adzuna South Africa

About the role

A prestigious and well-established vineyard in the heart of Franschhoek is seeking a highly analytical Costing Analyst to join their finance team. This exciting opportunity offers the chance to work within a renowned agricultural and wine-producing environment, where quality, innovation, and excellence are at the forefront of operations. Key Responsibilities Develop, maintain, and monitor product costing models across vineyard and production operations. Analyse production, operational, and manu…

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Costing Analyst

Network Finance · Posted 20 days ago

Stellenbosch, Cape Winelands Adzuna South Africa

About the role

Reference: NFC025120-Aya-1 A prestigious and well-established vineyard in the heart of Franschhoek is seeking a highly analytical Costing Analyst to join their finance team. This exciting opportunity offers the chance to work within a renowned agricultural and wine-producing environment, where quality, innovation, and excellence are at the forefront of operations. Duties & Responsibilities Key Responsibilities Develop, maintain, and monitor product costing models across vineyard and production …

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Costing Analyst Cape Winelands: Stellenbosch

Network Finance · Posted 21 days ago

Stellenbosch, Cape Winelands Adzuna South Africa

About the role

Reference: NFC025120-Aya-1 A prestigious and well-established vineyard in the heart of Franschhoek is seeking a highly analytical Costing Analyst to join their finance team. This exciting opportunity offers the chance to work within a renowned agricultural and wine-producing environment, where quality, innovation, and excellence are at the forefront of operations. Key Responsibilities Develop, maintain, and monitor product costing models across vineyard and production operations. Analyse produc…

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Financial Planning Partner Assistant

Merand Recruitment · Posted 25 days ago

South Africa Adzuna South Africa

About the role

Reference: CPT002181-Doret-2 An established financial services practice is seeking a highly organized and detail-oriented Financial Planning Partner Assistant to support Financial Planning Partners in delivering efficient client service and administrative support. This role involves managing client administration, coordinating new business transactions, maintaining accurate client records, and acting as a liaison between clients, product providers, and the financial planning team. Duties & Resp…

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Financial Planning Partner Assistant

Merand Recruitment · Posted 26 days ago

Pretoria, Tshwane Adzuna South Africa

About the role

Reference: CPT002187-Doret-5 An established financial services practice is seeking a Financial Planning Partner Assistant to support Financial Planning Partners in delivering exceptional client service and efficient practice operations. This role is ideal for a highly organized and detail-oriented professional with experience in the financial services industry, strong administrative capabilities, and a client-focused mindset. The successful candidate will play a key role in managing administrat…

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Financial Planning Partner Assistant

Merand Recruitment · Posted 26 days ago

East London, Buffalo City Adzuna South Africa

About the role

Reference: CPT002347-Doret-1 Our client is looking for a Financial Planning Partner Assistant to provide comprehensive administrative, operational and client service support to Financial Planning Partners. The successful candidate will act as an important liaison between the financial planning practice, clients, product providers and regional support teams, ensuring that client requirements, transactions and administrative processes are handled accurately and efficiently. Duties & Responsibilit…

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Financial Planning Partner Assistant - Amanzimtoti

Headhunters · Posted 26 days ago

Amanzimtoti, eThekwini Adzuna South Africa

About the role

Reference: PE003871-RVW-1 Our Client, a leader in the Financial Services space; is seeking to employ a Financial Planning Partner Assistant to join their team based in Amanzimtoti, KwaZulu - Natal This position is a 12-month Fixed-term contract. Duties & Responsibilities Requirements: 2-3 years in the financial services industry will be advantageous. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office…

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Financial Planning Partner Assistant (12-month Fixed-term contract)

Headhunters · Posted 26 days ago

East London, Buffalo City Adzuna South Africa

About the role

Reference: PE003870-RVW-1 Our Client, a leader in the Financial Services space; is seeking to employ a Financial Planning Partner Assistant to join their team based in East London, Eastern Cape. This position is a 12-month Fixed-term contract. Duties & Responsibilities Requirements: 2-3 years in the financial services industry will be advantageous. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (…

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PARAPLANNER - Pretoria East

Professional Appointments CC · Posted 26 days ago

South Africa Adzuna South Africa

About the role

Introduction PARAPLANNER – Pretoria East 3-Month Contract | Potential Permanent Position R15 000 - R 20 000 per month A well-established financial planning practice based in Pretoria East is looking for an experienced Paraplanner to provide professional administrative and planning support to an established financial advisor and client base. This is an opportunity for an experienced financial-services professional who can hit the ground running . The successful candidate must already have releva…

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Financial Planning Partner Assistant

Techm Studios · Posted 27 days ago

East London, Buffalo City Adzuna South Africa

About the role

KEY RESPONSIBILITIES Client Services Provide professional and efficient client service on behalf of the Financial Planning Partner. Act as a primary point of contact for clients and ensure client requirements are followed up and resolved. Implement and maintain administrative processes and controls within the financial planning practice. Liaise with product providers regarding client transactions and requirements. Assist with formal complaint resolution processes where required. Ensure client s…

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Junior Financial Planning Partner Assistant

Techm Studios · Posted 27 days ago

Durban, eThekwini Adzuna South Africa

About the role

KEY RESPONSIBILITIES Client Services Provide professional and efficient client service on behalf of the Financial Planning Partner. Act as a primary point of contact for clients and ensure client requirements are followed up and resolved. Implement and maintain administrative processes and controls within the financial planning practice. Liaise with product providers regarding client transactions and requirements. Assist with formal complaint resolution processes where required. Ensure client s…

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Junior Financial Planning Partner Assistant

Merand Recruitment · Posted 27 days ago

Durban, eThekwini Adzuna South Africa

About the role

Reference: CPT002348-Doret-1 Our client is looking for a Junior Financial Planning Partner Assistant to provide comprehensive administrative, operational and client service support to Financial Planning Partners. The successful candidate will act as an important liaison between the financial planning practice, clients, product providers and regional support teams, ensuring that client requirements, transactions and administrative processes are handled accurately and efficiently. Duties & Respon…

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Junior System Support Consultant – Financial Planning / Wealth Management

Green Marble Recruitment Consultants · Posted 27 days ago

Pretoria, Tshwane Adzuna South Africa

About the role

Reference: JHB002604-SS-1 CALLING ALL GRADUATES JUNIOR SYSTEM SUPPORT CONSULTANT – FINANCIAL PLANNING / WEALTH MANAGEMENT Location: Pretoria East Employment Type: Permanent Remuneration: Market-related / Negotiable Are you a recent graduate, tech-savvy, with a strong interest in Wealth Management, Investments, and Financial Planning ? Our client, a well-established organisation within the Wealth Management and Financial Services sector, is seeking a Junior System Support Consultant to join thei…

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Partner Assistant - Amanzimtoti

Catch · Posted 27 days ago

Amanzimtoti, eThekwini Adzuna South Africa

About the role

Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and…

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Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

South Africa Adzuna South Africa

About the role

Our client is looking for a Financial Planning Partner Assistant to provide comprehensive administrative, operational and client service support to Financial Planning Partners. The successful candidate will act as an important liaison between the financial planning practice, clients, product providers and regional support teams, ensuring that client requirements, transactions and administrative processes are handled accurately and efficiently. KEY RESPONSIBILITIES Client Services Provide profes…

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Junior Financial Planning Partner Assistant

Merand Recruitment · Posted 28 days ago

eThekwini, KwaZulu-Natal Adzuna South Africa

About the role

Our client is looking for a Junior Financial Planning Partner Assistant to provide comprehensive administrative, operational and client service support to Financial Planning Partners. The successful candidate will act as an important liaison between the financial planning practice, clients, product providers and regional support teams, ensuring that client requirements, transactions and administrative processes are handled accurately and efficiently. KEY RESPONSIBILITIES Client Services Provide…

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