Head of Wealth and Financial Planning

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Job OverviewThe Personal Financial Advisor role at Cross Wealth Financial Services focuses on delivering exceptional financial guidance to clients. This includes developing customized financial plans, analyzing financial data, and providing strategic advice on wealth management.Main AccountabilitiesDesign comprehensive financial plans tailored to clients'...

FSP Wealth is a leading wealth structuring company that believes in simplifying financial complexities for its clients.The ideal candidate will be responsible for assisting financial advisors with financial planning, preparing and maintaining client files, conducting research on financial products, and drafting financial reports.Key ResponsibilitiesPerform...

We're looking for an Investment Planning Expert to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is committed to delivering exceptional risk management solutions to our clients. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique needs.This role...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Company Overview:Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. With a focus on advocacy and tailored insurance options, our team serves as trusted partners for financial security.As a Personal Financial Advisor with Cross Wealth Financial Services, you will be responsible for developing...

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

Qualifications and ExperienceTo be successful as a Regional Manager: Financial Planning, you will need to have:A Bachelor of Commerce in Finance or Legal Degree (NQF7 or Higher)Certified Financial Planner or Wealth Management certification120 credits or Qualification aligned with FAIS and FSCA requirementsRE 1 Certificate: Key IndividualYou will also need to...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

iGrow Wealth Investments seeks a highly skilled Financial Manager to lead our financial operations and drive growth. This exciting opportunity involves overseeing the financials of our conveyancing company and rental management division, ensuring accuracy and compliance with financial regulations and reporting standards.Responsibilities:Develop and monitor...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Job Title: Wealth Solutions Consultant">About the Role:">We are seeking a seasoned professional to consult on wealth solutions and drive sales into Securities and Asset Managers businesses as well as other wealth offerings through Retail channels. The successful candidate will develop and retain strong working relationships with external financial planning...

We are looking for an experienced financial leader to head our wealth and financial planning team at The Recruitment Council. As Head of Wealth and Financial Planning, you will be responsible for managing client relationships and leading a team of professionals who provide advisory services.Main Objectives:To grow and maintain strong relationships with...

TP City of Cape Town, Western Cape, South AfricaHead of Financial Planning & AnalysisJob Title: Head of Financial Planning & Analysis (FP&A), TP UKISSA GroupReports To: Finance DirectorDepartment: FinanceRole Overview:The Head of Financial Planning & Analysis (FP&A) for TP UKISSA Group is a senior leadership role responsible for overseeing all financial...

Job DescriptionWe are seeking a highly motivated Financial Specialist to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.Key ResponsibilitiesProvide personalized financial...

The Recruitment Council is seeking a highly skilled Financial Planning Expert to provide technical support to Wealth Managers and assist in the development of wealth management products strategies.About the Role:Assist Wealth Managers in preparing detailed proposals and financial needs analyses for clients.Provide technical input, such as performance queries...

We're looking for a skilled Personal Finance Specialist to join our team at Cross Wealth Financial Services!About Us:Cross Wealth Financial Services is dedicated to providing exceptional risk management solutions to our clients. Our team of experts works closely with clients to understand their unique needs and develop customized financial strategies.This...

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...