Wealth Planner

Job OverviewWe are seeking a highly skilled Financial Planner to join our team at Cross Wealth Financial Services.

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 Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

**Wealth Manager**: - Job Reference: LRXY9336 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Cape Town, Western Cape - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and...

**Wealth Adviser Assistant / Para-Planner** **R240K** **East Rand (Gauteng)** **Responsibilities**: - Gather Policy information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Prepare investment review appointments - Maintain CRM system -...

Wealth Partners, an accredited franchise of Old Mutual, is designed to empower Financial Advisors to operate at their best! At Wealth Partners, we understand that our valued clients are the reason for our success. Based in George, Port Elizabeth and Cape Town, our client base is diverse, including Companies, entrepreneurs, salaried individuals and...

Financial Planner Job OverviewThis role focuses on providing financial expertise and wealth creation advice to clients, aiming to make Nedbank their preferred banking institution.

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...

**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 are seeking a skilled Financial Advisor to join our team at Sagen Advisory, a rapidly expanding wealth management business. Located in Durbanville, Stellenbosch, this exciting opportunity allows you to either build your own client base or invest in your current one.The ideal candidate will be a financial/commercially qualified graduate, a junior financial...

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...

Job Title: Wealth Management Support SpecialistEstimated Salary: R200,000 - R250,000 per annumCompany OverviewThe Talent Expert is a leading independent financial planning firm providing customized financial planning services to retirement funds and their members.We have experienced phenomenal growth over the past few years and are still growing. Our vibrant...

**Job Overview** HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Key Responsibilities:Assist the Senior Private Wealth Manager in the research...

Role: Wealth ManagerCategory: BankingLocation: Cape TownSalary: R 750 000 - R 2 000 000 Per AnnumOur client, a prestigious and innovative banking company, is seeking a talented Wealth Manager to join their elite team. Our client is made up of unique talents, diverse minds, and agility and live up to our promise of staying curious to help our clients achieve...

Sagen Advisory: A Leading Wealth Management BusinessWe are recruiting highly skilled and ambitious Financial Planners to join our team in Durbanville, Stellenbosch. This is an excellent opportunity for individuals who want to build a career in wealth management and deliver exceptional client service.The ideal candidate will be a financial/commercially...

About the RoleRory Mackie & Associates is seeking a highly motivated Wealth Management Coordinator to join our team. In this role, you will support our financial planners with various tasks, including preparing client reviews, analyzing financial data, and providing exceptional customer service.The successful candidate will have a postgraduate diploma in...

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...

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...

***What this position offers**: - The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings. - The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice. -...

Large Financial Institution in SA is now recruiting qualified Sales Managers & Financial Planners in Cape Town and Overberg Area. Join our dynamic team and have the advantage of dealing with our clients. Job description: To market investments and insurance products and services to our clients. Key responsibilities: Provide financial planning advice to...