Senior Wealth Product Strategist for Adviser Support

Job description This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related matters....

Job description:This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related matters....

Job description: This role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of financial advisers with complex advice related...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Booking Agent** **to join their team in **Cape Town**. **Requirements**: - Grade 12 - At least 2 years of experience in a telesales role - Make 100 - 120 calls per day - Maintain professional telephone etiquette - Positive, can-do attitude - Be professional -...

WEALTH MANAGER ADMINISTRATORBellville As a Wealth Manager Administrator, you will play a pivotal role in ensuring the smooth running of the practice by providing efficient and professional administrative support to the Wealth Manager and Paraplanner. RESPONSIBILITIES:Client Support & AdministrationGathering, capturing, and verifying client and product...

Technical Specialist - Wealth ProductsJoin a leading Financial Services firm in Tygervalley, Cape Town, as a Technical Specialist in the Technical Adviser Support team. This is a Full Time, Mid-Senior level role that is overall responsible for supporting a large national network of advisors with complex advice-related matters in the Wealth division.The...

Job description:Job Title: Senior ParaplannerLocation: Woodstock, Cape Town, Western Cape, 7925Employment Type: Full-TimeJob Overview:We are seeking a highly organised and detail-oriented Senior Paraplanner to join our dynamic wealth management team. The successful candidate will work closely with financial advisers and planners to provide comprehensive...

Titan Wealth is a fast‑growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice‑led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a...

Titan Wealth is a fast‑growing wealth‑management business operating both in the UK and internationally. We deliver leading, advice‑led wealth‑management services and empower financial advisers and clients to realise their goals. We provide a dynamic work environment where initiative and collaboration are encouraged, enabling us to deliver better...

Company Description Iza Wealth (Pty) Ltd is an independently owned financial advisory company committed to offering objective specialist offshore financial advice and services to individuals and families. We guide our clients through the complex and evolving world of global finance and regulation. Supported by an international network of partner...