senior wealth assistant

Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

Purpose:My client is looking for an administrative assistant to work as part of the Financial planning and Wealth management team, assisting clients and financial planners with client administration and investment processing.Competencies Required:Grade 12 essential.Industry experience is essential. Candidates with no industry experience will not be...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related Assistance will be beneficialValid Driver's License and own...

About the CompanyReal Time Wealth is an independent financial services firm dedicated to delivering exceptional support to our clients. We offer a dynamic work environment where professionals can grow and thrive.Job SummaryWe are seeking a talented and experienced individual to join our team as a Financial Advisor/Assistant. The successful candidate will...

Overview of RoleWe are seeking a skilled and experienced individual to fill the position of Financial Advisor/Assistant at Real Time Wealth. This role is crucial in providing exceptional support to our clients and contributing to the growth and success of our company.ResponsibilitiesThe successful candidate will be responsible for:Providing support to our...

Join us at Structured Wealth Solutions as a Sales Manager, where you will be responsible for driving sales growth and developing a team of financial advisors and their agents.This is a full-time position that requires a strong background in sales and leadership skills. The successful candidate will have a minimum of 2 years of sales experience and hold a...

Lonfin Wealth Offers Opportunity for Experienced AdvisorsWe strive to grow and excel in the financial services sector.Essential Skills:Minimum 2 years of work experience in the financial services fieldCompleted essential training and certifications (RE5 & Class of Business)Ongoing engagement in professional development activitiesPermanent residency in the...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Company OverviewReal Time Wealth is an independent financial services firm committed to delivering exceptional support to our clients. We are seeking a highly motivated and experienced individual to join our team as a Financial Advisor/Assistant, specifically supporting our clients in investments.Salary and BenefitsThe successful candidate will have the...

Exciting Opportunities at Lonfin WealthWe are always looking to grow and expand in the financial services industry.Job Requirements:Minimum 2 years of experience in financial services, not under supervisionCompleted RE5 & Class of Business requirementsUp-to-date on Continuing Professional Development (CPD) pointsLiving in the Western Cape RegionA proven...

Grow Your Career with Lonfin Wealth's Financial Advisory TeamWe seek experienced advisors to join our team in the Western Cape Region.Qualifications and Experience:Minimum 2 years of experience working in the financial services sectorRelevant training and certifications (RE5 & Class of Business)Ongoing commitment to personal and professional...

REQUIREMENTSGrade 12, tertiary qualification will be an advantageOwn vehicle, transport and driver's licenseBoth English and Afrikaans speaking and writing skills requiredGood written and verbal communication skillsAbility to work under pressure and meet deadlinesMethodical, detailed and organised work styleProfessional corporate appearanceAble to multitask...

REQUIREMENTSGrade 12, tertiary qualification will be an advantageOwn vehicle, transport and driver's licenseBoth English and Afrikaans speaking and writing skills requiredGood written and verbal communication skillsAbility to work under pressure and meet deadlinesMethodical, detailed and organised work styleProfessional corporate appearanceAble to multitask...

Take on a mid-senior level role as an auditor and lead the delivery of high-quality audit services to clients in the Netherlands.You will have the opportunity to work with clients across various sectors, developing your skills and expertise as an auditor.As a CA(SA) with NQ - 5 years post article experience in external audit, you will bring a wealth of...

Job OverviewWe are seeking a highly skilled and experienced Senior Executive Assistant to join our team at Measured Ability.The successful candidate will provide high-level administrative support to the CEO, owner, and extended family, ensuring the smooth operation of the Restaurant Support Centre.Key responsibilities include managing schedules, coordinating...