10 000+

Finance jobs in South Africa

Wealth Adviser Assistant: Client Care & Admin Pro

The Recruitment Council

Gauteng
On-site
USD 1,000 - 3,000
29 days ago
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Broker Growth Partner — Financial Services Sales (Commission)

The Recruitment Council

Port Shepstone
On-site
ZAR 300,000 - 400,000
29 days ago

Provincial Financial Planning Leader

The Recruitment Council

Cape Town
On-site
ZAR 600,000 - 1,000,000
29 days ago

CFP Wealth Planner — Client Growth & Holistic Planning

The Recruitment Council

Cape Town
On-site
ZAR 300,000 - 600,000
29 days ago

Chief Wealth Strategy & Adviser Growth

The Recruitment Council

Centurion
On-site
ZAR 600,000 - 1,000,000
29 days ago
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Chief Wealth Strategy & Financial Planning Lead

The Recruitment Council

Cape Town
On-site
ZAR 600,000 - 1,000,000
29 days ago

Retail Investment Growth Lead - Western Cape

The Recruitment Council

Cape Town
On-site
ZAR 300,000 - 600,000
29 days ago

Senior Wealth Manager — Global Investments & Fiduciary

The Recruitment Council

KwaZulu-Natal
On-site
ZAR 200,000 - 300,000
29 days ago
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IFA Growth & Retail Partnerships Consultant

The Recruitment Council

Cape Town
On-site
ZAR 30,000 - 60,000
29 days ago

Senior Wealth Advisor - HNWI Planning & Growth

The Recruitment Council

Cape Town
On-site
ZAR 600,000 - 900,000
29 days ago

FP&A Specialist: Treasury & Analytics Leader

Network Recruitment - Finance Corporate

Durban
On-site
ZAR 500,000 - 800,000
Yesterday
Be an early applicant

Specialist Durban North

Network Recruitment - Finance Corporate

Durban
On-site
ZAR 500,000 - 800,000
Yesterday
Be an early applicant

Financial Planning Analyst

Network Finance.

Johannesburg
On-site
ZAR 300,000 - 400,000
30+ days ago

Financial Systems Analyst

The Legends Agency

Cape Town
On-site
ZAR 400,000 - 600,000
30+ days ago

Senior analyst - Green Finance

The Legends Agency

Cape Town
On-site
ZAR 300,000 - 400,000
30+ days ago

S / 4Hana Senior Finance Consultant

Sap Se

Gauteng
Hybrid
ZAR 800,000 - 1,200,000
30+ days ago

Business Finance Advisor

Shell

Gauteng
On-site
ZAR 300,000 - 400,000
30+ days ago

Senior Financial Analyst

Astron Energy (Pty) Ltd.

Gauteng
On-site
ZAR 500,000 - 750,000
30+ days ago

Expert analyst - Green Finance

The Legends Agency

Wes-Kaap
On-site
ZAR 200,000 - 300,000
30+ days ago

Group Finance Manager (Expatriation : South Sudan)

Africawork

Johannesburg
On-site
ZAR 2,051,000 - 2,565,000
30+ days ago

Director: Financial Controller and Treasury

Clickatell

Cape Town
On-site
ZAR 600,000 - 750,000
30+ days ago

Director: Financial Controller And Treasury

Clickatell Group

Cape Town
On-site
ZAR 1,200,000 - 1,800,000
30+ days ago

HEAD OF FINANCE (ACMA,CGMA) - R 95k pm - SOUTHERN SUBURBS, CPT

Do More Group

South Africa
On-site
ZAR 500,000 - 600,000
30+ days ago

Ai Business Solutions And Security Finance Manager - Africa Cluster

Microsoft

Durban
On-site
ZAR 600,000 - 900,000
30+ days ago

Finance & Insurance Manager - Western Cape, Paarden Eiland

Motorecuit

Cape Town
On-site
ZAR 200,000 - 300,000
30+ days ago

Top job titles:

Part Time jobsBusiness Administration jobsHealth Care jobsFull Time jobsChief Commercial Officer jobsCredit Manager jobsFood Safety jobsService Adviser jobsTax jobsTravel Agency jobs

Top companies:

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Similar jobs:

Finance Manager jobsFinance Accounting jobsDirector Finance jobsFinance Analyst jobsFinance Clerk jobsFinance Controller jobsFinance Director jobs
Wealth Adviser Assistant: Client Care & Admin Pro
The Recruitment Council
Gauteng
On-site
USD 1 000 - 3 000
Full time
30 days ago

Job summary

Join a prestigious financial services firm as a Wealth Adviser Assistant and embark on a rewarding career. In this dynamic role, you will support experienced professionals in managing client relationships and ensuring smooth office operations. Your responsibilities will include client reviews, data capturing, and maintaining compliance, all while building strong working relationships. This is an excellent opportunity for a detail-oriented individual looking to make a significant impact in the financial industry, working alongside a team dedicated to shaping clients' financial futures. If you are eager to learn and grow in a supportive environment, this position is perfect for you.

Qualifications

  • Completed BCom Degree, preferably with a major in Information Systems or Economics.
  • 0-2 years experience in financial services, paraplanning experience is advantageous.

Responsibilities

  • Manage office administration and client interactions effectively.
  • Prepare client reviews and proposals, ensuring compliance with deadlines.
  • Maintain CRM system and manage policy renewals.

Skills

Customer Service
Communication skills
Problem solving
Attention to detail
Team player
Technical skills

Education

BCom Degree (Information Systems, Analytics, Investment Planning/Risk Management)
BCom (Economics)

Tools

MS Office
Excel
PowerPoint
Job description
Join a prestigious financial services firm as a Wealth Adviser Assistant and embark on a rewarding career. In this dynamic role, you will support experienced professionals in managing client relationships and ensuring smooth office operations. Your responsibilities will include client reviews, data capturing, and maintaining compliance, all while building strong working relationships. This is an excellent opportunity for a detail-oriented individual looking to make a significant impact in the financial industry, working alongside a team dedicated to shaping clients' financial futures. If you are eager to learn and grow in a supportive environment, this position is perfect for you.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.