Wealth Planner

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

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

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...

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 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...

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...

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...

Excellent career opportunity to support senior Wealth Manager and be responsible for providing administrative support in all aspects of their portfolio. you will be the coordinator of information between clients, the Wealth Manager and institutions as well as in-house technical specialists.Administrative support to Wealth ManagerProfessional Liaison with...

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...

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...

Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo build...

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...

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...

Our client is seeking a Senior Financial Plannerfor there Sanlam franchise based in Century City Cape Town.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Undertake the procurement of sustainable business of a high...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialAt least 3 years experience in the financial services industryComputer literacy: Microsoft OfficeExcellent...

Matric essentialQualification in investments / financial planning / business management or similar, would be an advantageMinimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essentialComputer literacy: Microsoft OfficeExcellent verbal and written communications skillsCustomer centricity...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-beingDuties and...

Job Classification Job Requisition Closing Date 5 July 202 Location Johannesburg Cluster Nedbank Wealth South Africa National Fiduciary Please Note: Preference will be given to applicants from Underrepresented Groups Job FamilySales and Service Career StreamFiduciary Leadership PipelineManage Self: Professional (MSP) FAIS Affected FAIS Affected YesJob...

We are seeking a vibrant, target driven Leads Generator with a proven sales track record to book appointments with prospective clients to review their financial planning objectives. Basic salary plus uncapped commission.Responsibilities: Will be required to liaise with potential clients and make bookings and appointments for Financial Planners. Excellent...