Para-planner/wealth Management Associate

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

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...

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...

Title:Para-Planner - Century City (CPT):Salary:Commensurate with experience)Description: Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the organisation. ROLES AND RESPONSIBILITIES...

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...

Are you a budding entrepreneur with strong leadership, interpersonal and networking skills? Have you ever considered starting your own business? We are looking for aspiring Wealth Planners - individuals who not only want to make a difference in their ...Matric (Essential) Degree (Preferred) 2 -3 years work experience

Our Client is seeking a Wealth Administrative Assistant to play a vital role in supporting the smooth operation of our financial planning and investment services.Job Title: Wealth Administrative AssistantLocation: Cape TownSalary: Market-relatedClosing Date: End of June 2024Responsibilities Handling telephone communications, including both incoming and...

Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.Job Title:Wealth Administrative AssistantLocation: Cape townSalary: Market relatedClosing date: End May 2024Responsibilities Handling telephone communications, including both...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

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...

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...

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...

Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no furtherWealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria.Why Join Wealth Masters Club? Exciting Career Growth: Unlock your potential and grow your career with...

Our client, is looking for a wealth manager to join their team in Pretoria.The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals.For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications, completed/partially...

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...

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...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...

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...

The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals. This may mean occasional travel to see clients in outlining areas.For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications, co mpleted/partially...

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...