Junior Wealth Advisor

We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience and qualification Qualifications / Requirements: B.Comm Financial Planning (essential)Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)Knowledge of service provider products and their online websites operationsValid drivers...

Location: Eastern CapeAre you a recent graduate with a passion for finance and a drive to help clients achieve their financial goals? This wealth management company is looking for a motivated and detail-oriented Wealth Advisor Assistant to join our team. This is an excellent opportunity to start your career in wealth management with a leading firm dedicated...

Attention all sales professionals with a passion for finance! We are excited to announce that we are currently seeking a Junior Financial Advisor to join our dynamic team. All you need is to have your Matric, be credit and criminal clear and have min 2 years Sales Experience or 1 year field sales experience. This is an excellent opportunity to take the...

At Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation. **Key Duties, but not limited to**: -...

**Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

Investment Wealth Manager - Pipeline Bloemfontein page is loaded Investment Wealth Manager - Pipeline Bloemfontein Apply locations Bloemfontein time type Full time posted on Posted 2 Days Ago job requisition id R Empowering Africa's tomorrow, story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and...

Ascot Wealth Management South Africa is seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisors. The Paraplanner will be working closely with an experienced Wealth Manager and their team, handling the day-to-day paraplanning duties, meeting deadlines and ensuring the smooth running of their meetings by...

Ascot Wealth Management South Africa is seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisors. The Paraplanner will be working closely with an experienced Wealth Manager and their team, handling the day-to-day paraplanning duties, meeting deadlines and ensuring the smooth running of their meetings by...

Job DescriptionTo serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments.Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

**Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Cape Town, Western Cape- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Cape Town.**: We are a leading financial services company committed to providing...

The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist...

Job Opportunity: Lead Generator/Paraplanner Wealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic team! If you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for you! **Responsibilities**: Qualify leads and gather client information Schedule...

**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...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist...

Job Opportunity: Lead Generator/ParaplannerWealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic teamIf you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for youResponsibilities:Qualify leads and gather client informationSchedule appointments for...

Job Overview:Date Posted: Posted 22 hours ago-Location: Cape Town, Western Cape-Job Title: Financial Advisor-Education Level: High School / Matric-Job Level: Junior-Minimum Experience: 0 - 1 YearsFinancial Advisor position available in Cape Town:We are a leading financial services company committed to providing top-notch wealth management and protection...