Financial / Wealth Planner

Wealth Management ExpertThe Recruitment Council is seeking a highly skilled and experienced Wealth Management Expert to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance on wealth management strategies and solutions.Key Responsibilities:Provide guidance on retirement planning, estate planning, tax...

Salary: R1,200,000 - R1,800,000 per annumJob OverviewThe Recruitment Council is seeking an experienced Wealth Management Specialist to join our team. As a key member of our financial services department, you will be responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their...

Our client runs a wealth management operation, based in the Centurion area and is affiliated to one of the largest wealthmanager franchises in South Africa. The 2nd assistant is an extremely important resource in end-to-end support of theWealth Manager and a good knowledge of financial planning administration (linked investments etc.) is critical to therole....

The Recruitment Council is seeking a highly skilled and experienced Strategic Wealth Management Director to join our team.About the RoleThis is an exciting opportunity for a professional with a strong background in wealth management to lead our strategic initiatives and drive business growth.We are looking for someone with excellent leadership skills, a deep...

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric...

Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

The Wealth Management Specialist is responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients' evolving needs.Key Responsibilities:Strategic Wealth Management:Conduct comprehensive...

Wealth Management OpportunityThe Recruitment Council is seeking a highly skilled and experienced Financial Services Director to lead our wealth management division. As a key member of our team, you will be responsible for driving business growth through strategic initiatives and ensuring alignment with internal standards.Key Responsibilities:Implement the...

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income by due date etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, practice management system and follow ups of any instructions incl. obtaining proof and checking...

Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for evaluating clients' financial situations and crafting customized investment plans.About the RoleThis is an exciting opportunity to work in a dynamic and fast-paced...

We are seeking a highly skilled Wealth Management Leader to join our team at The Recruitment Council. As a key member of our organization, you will play a crucial role in driving the success of our clients and building strong relationships with financial advisers.About the RoleThis is an exciting opportunity for an experienced professional to lead our wealth...

**Responsibilities**: - **Client Consultation**: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation. - **Financial Analysis**: Analyze clients' financial data, including income, expenses, investments, and debts, to develop a comprehensive financial overview. - **Developing...

Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that...

Express Employment Professionals Midrand is seeking a highly skilled and organized Senior Wealth Administration Coordinator to join our team. This role offers an excellent opportunity for someone who is passionate about providing exceptional service and support in a dynamic wealth management environment.About the RoleWe are looking for a detail-oriented and...

At Liberty Standard Bank Group, we are seeking a highly skilled and experienced Financial/Wealth Planner to join our team. As a leading industry player in the financial services sector, we aim to provide exceptional financial advice and solutions to our clients.The successful candidate will have a proven track record of delivering high-quality financial...

Job DescriptionWe are seeking a highly organized and detail-oriented Wealth Management Support Associate to join our team at Express Employment Professionals Midrand.Key Responsibilities:Manage documentation processing, including income reviews, annual reviews, and emails.Coordinate and produce reports, ensuring accuracy and quality.Collaborate with...

The successful candidate will be responsible for office Management and administration, interacting with clients by managing relationships and providing client services.You will ensure new business implementation, marketing plan implementation and reception dutiesGather Policy informationCompile a summary of information Research product informationHandle new...

About the JobThe Wealth Management Specialist will play a critical role in supporting our clients' financial goals and objectives. You will be responsible for conducting comprehensive financial analyses to uncover opportunities for cost optimization, revenue enhancement, and risk mitigation.Key Performance Indicators (KPIs)Client Satisfaction: Achieve high...

The Recruitment Council is seeking a highly skilled Financial Services Director to join our team. As a key member of our organization, you will play a crucial role in leading our financial services efforts and building strong relationships with financial advisers.About the RoleThis is an exciting opportunity for an experienced professional to lead our...