Wealth Adviser

Job description:Responsibilities: Gather client policy and investment information Compile logical summaries of information Research product information Assist with preparation of client proposals Load new/existing business policies Handle and solve client enquiries Diary management for new and existing business cases Diary management for wealth adviser ...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...

_Position: Wealth Adviser__Industry: Insurance__Location: Pretoria, Gauteng_Minimum Requirements: Matric; Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); Successfully completed the Class of Business exam; Successfully completed the RE5 exam; Currently registered with the Financial Sector Conduct Authority as a...

Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Role Purpose Involve assessing clients'...

Job description:Responsibilities: Advise clients on medical insurance options and suitability both personal families and groups Client and group visits and induction, ongoing training and presentations to clients Assist clients with queries Arrange and attend Wellness days Ensure CRM data is up to date and accurate Yearend & ad hoc client presentations...

Pretoria Permanent R5000 Health & Wealth Advisor_BrokerageSector: Medical/InsuranceLocation: PretoriaSalary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission)Purpose of job:To ensure team performance in line with set targets and compliance to membership processes for new business and the retention of existing members. To contribute...

Our client a leading Asset Manager is recruiting for a Wealth International Product & Platform Specialist who will be accountable for the design, ongoing management and implementation of the company's wealth international product solutions, pricing and platform capabilities. Target market includes investors and advisers in South Africa and selected...

Our client is on the hunt for an exceptional candidate to take on the role of Head of Strategic Wealth Management. Your role is to provide strategic direction in the development and delivering of Wealth management propositions across various advice-centered distribution channels within the company. The focus of the role is to provide thought leadership on...

Description To be a full financial services advisor by providing appropriate savings, investment, and estate planning advice, expertise, and support to high-income clients, with a focus on investments. Hey there, Future Wealth Manager! Welcome to FNB, the home of the changeables. We cater to the shapeshifters, delivering products and services that reflect...

Financial Adviser AIFA (FAIS) page is loaded Financial Adviser AIFA (FAIS) Apply remote type Hybrid locations Heuwel Avenue Centurion time type Full time posted on Posted Today job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international...

Job Classification Job Requisition Closing Date 01 September 202 Location Johannesburg Cluster Nedbank Wealth Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Self: Professional FAIS Affected FAIS Affected ...

BDO PTA has a vacancy for a Cash Management Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:Opening new accounts and processing client payment requests Maintaining client FICA records on system Liaison with clients, written and...

Ready to take your career to the next level with a well-established, well-known brand in the industry?You have come to the right place because IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for Real Estate Agents.If you are a natural networker gifted with the art of persuasion and who isn't afraid of high demands of real...

Consult is a registered Financial Service Provider (FSP), holding a FSB Category FSP I and II license. Consult dispenses financial planning, product advice, product execution and investments management services to individuals and businesses in the high net worth, affluent, retail upper and small business enterprises (SME's) market.Consult is a Registered...

Job description:The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Responsibilities:Deceased Estates Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. The administration and unwinding of new and existing deceased estates. To liaise and advise clients, heirs, financial advisors on the administration of deceased...

Financial adviserAt Sanlam, we are intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are...

Financial adviserAt Sanlam, we are intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population. Sanlam is offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are...

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and...

We are seeking a Financial Advisors to join our group of insurance brokers. As a Financial Advisor, you will be responsible for providing financial advice to theirclients. You will help clients plan and achieve their financial goals by assessing their financial situation and recommending products and services that meet their needs. You will be expected to...