Wealth Assistant

Wealth ManagerOur client is looking for a Wealth Manager to assist the financial advisors.Responsibilities Maintain relationship with clients and prepare their annual reviews Assist clients with advice when needed Propose portfolio amendments when needed Review clients investments annually and when needed Staying informed with industry development Present...

WEALTH MANAGER - Bellville, Western CapeOur client is looking for a Wealth Manager that can service existing clients, who has a full understanding of Investment products and legislative requirements relating to investments and retirements.Responsibility:Duties include, but are not limited to:1. Product KnowledgeFull understanding of Investment Products:...

INVESTMENT MARKETING ASSISTANTOur Client is looking for a Marketing Assistant, who will assist the Wealth Planners with any administration, with the primary focus on investments and retirement funds.Responsibility:Duties include, but are not limited to:Support to Wealth Planner General Support Calendar management, chasing outstanding info Customer Service...

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...

An exciting opportunity is currently available at Belville, Cape Town in the Technical Advice Team for a Short-term Technical Specialist who will be supporting our Short-Term Insurance business.Responsibilities: Support formulation and maintenance of company policies Support the business drive to standardize advice processes and documentation Technical...

Who are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...

Report WriterOur client that is looking for a Report Writer to assist financial advisors in the structuring of proposals.Responsibilities Coordinate and implement paraplanning processes and procedures Evaluate products that is appropriate to structure equitable proposals for financial clients Manage all paraplanning related tasks Assist with development and...

Senior Marketing Manager: Head of Distribution (Hybrid)Location:Bellville, Cape TownJob description:Responsibilities:PSG Insure & Western: Insure adviser office marketing support (Ads conceptualise, brochureware, newsletters proof read, event guidance and support, signage, sponsorships guidance etc.) Client and internal operational communications (draft in...

Who are we?The Retail Affluent (RA) cluster is responsible for Sanlam's retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance...

Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...

Who are we?SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our vision: We...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...

A financial planning group requires a Paraplanner to assist Financial Advisors with clients' Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process.DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

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:Responsibilities:...

Who are we?Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...

Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...

Who we are?Sanlam Investments Group is one of South Africa's largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.We take particular pride in: Sanlam's longevity and innovation People, teamwork...

Who are we?Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those...

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....