Wealth Planner

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...

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 2024 ResponsibilitiesHandling telephone communications, including both...

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 June 2024 ResponsibilitiesHandling telephone communications, including both...

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 2024 ResponsibilitiesHandling telephone communications, including both...

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 June 2024 ResponsibilitiesHandling telephone communications, including both...

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 2024 ResponsibilitiesHandling telephone communications, including both...

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 2024 ResponsibilitiesHandling telephone communications, including both...

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,...

**Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We are looking for someone with an interest in the industry who is looking to diversify their...

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...

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...

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 Manager Professional Liaison 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...

Our client is seeking a **Senior** **Financial Planner**for 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...

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...

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...

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...

**Wealth Consultant / Financial Advisor / Financial Planner** We are seeking experienced financial advisors in the Western Cape, with an entrepreneurial attitude who wants to expand their financial planning practice within the IFA space. If you are looking for a change and want to have the opportunity to develop new skills and offer wider product provider...