Head Of Wealth And Financial Planning

Job description:PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager.Responsibilities: Operational support to wealth advisers Communication to wealth advisers/assistants & offices Diary management and travel...

These jobs were popular with other job seekers Drake Personnel (SA) Pty Ltd - Cape Town Drake Personnel (SA) Pty Ltd - Cape Town My client is a leading Wealth Manager and needs a suitably qualified Wealth AdministratorResponsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to...

Our client is an established wealth management firm offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in an accomplished Wealth Manager to contribute to their continued...

At Financial Wealth Capital, we truly care about your family's financial future. Our vast range of top-tier product offerings encompasses a selection of financial services sectors, including medical aid and medical insurance, Wills and testament assistance, as well as life/funeral, home, content, and vehicle insurance. We are currently looking to appoint an...

Job Opportunity: Financial Services Sales ManagerJoin Wealth Doctors Financial Services as a Sales Manager and drive your career to new heightsWe're seeking an experienced leader to head our sales team, meet targets, and provide exceptional financial services to our clients. If you're passionate about finance and love mentoring a team, this is your...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...

Wealth Planner - Private & Business Banking Job Overview Business Segment: Personal & Private Banking Location: ZA, Western Cape, Cape Town, Hermanus To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with...

The purpose of this role within our young Wealth Advisory is to build and create a book of Wealth Clients through discovery of a client's personal needs, goals and aspirations & risk management profile. Service and maintain an intimate relationship with the wealth client, family and business partners throughout the client's financial life journey. Create...

At Financial Wealth Capital, we truly care about your family's financial future. Our vast range of top-tier product offerings encompasses a selection of financial services sectors, including medical aid and medical insurance, Wills and testament assistance, as well as life/funeral, home, content, and vehicle insurance. We are currently looking to appoint an...

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...

Wealth Planner - Private & Business Banking (Hermanus) Job Overview Business Segment: Personal & Private Banking Location: ZA, Western Cape, Cape Town, Hermanus To grow your financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide...

Job Purpose:To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their business and support their...

Structured Wealth Solutions was established on the premise of sharing financial knowledge and educating clients on possible solutions that will truly be in their best interest. This can be attained by comprehensive financial planning based on clients' needs. In our pursuit of 'restructuring tomorrow, today', SWS is built on the following values: 1....

We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build your own...

These jobs were popular with other job seekersOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.Duties & ResponsibilitiesThey are looking to bring in an...

Key duties, but not limited to:Manage a complex calendar, schedule meetings and appointments, and make travel arrangements Act as a liaison between the executive and internal and external stakeholders Coordinate and manage projects register Organize and maintain an efficient filing system, both electronic and paperbased Proactively identify and implement...

Financial Wealth Holdings is seeking for highly skilled Quality Control Agents with extensive insurance knowledge and proven experience in Debt Review Sales. The role will entail monitoring certain aspects of the insurance sales process and listening to calls to ensure financial advisors adhere to script and compliance requirements.Key duties, but not...

Job Opportunity: Lead Generator/ParaplannerWealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic teamIf you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for youResponsibilities:Qualify leads and gather client informationSchedule appointments for...