Wealth Administrator

Overview (Area:) La Lucia Ridge (Salary:) Market Related (Ref: AG) Our client seeks to appoint an experienced Wealth Administrator/Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years’ experience in a similar position.

**The Wealth Network**, a dynamic team and a juristic representative of Discovery is seeking an innovative **Paraplanner**. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and...

Benefits of Working with UsLucrative Commission Structure: Our commission structure rewards your hard work and dedication, providing opportunities for career advancement and financial growth.Vesting Bonus: Earn a bonus over the first 24 months, providing a significant boost to your income.Full Admin Support: Our dedicated team handles administrative tasks,...

Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryManage...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

Overview (Area): Durban (Salary): Market Related (Ref: AG) Our client requires an experienced and qualified Office Administrator to join their team at their Durban offices. Previous experience in dealing with high net-worth individuals and corporates would be an advantage. This position provides administrative support to an independent Financial...

Key Responsibilities:Manage and service client policies across long-term, short-term, and medical insurance products.Process policy changes, amendments, renewals, cancellations and general administration.Provide exceptional customer service to clients, addressing inquiries and assisting with policy-related matters.Prepare and process quotations using...

**Job Number** - 72985 **Job Type** - Permanent **Job Title** - Financial Administrator **Computer Skills** - Ms Office **Industry** - Financial Services **City** - eThekwini (Durban) **Province** - Kwazulu Natal - We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. - We will...

Senior Syspro AdministratorAs a Senior Syspro Administrator, you will play a crucial role in maintaining the smooth operation of our client's ERP systems. Your day-to-day responsibilities will include everything from setting up and configuring Syspro System settings to ensuring data integrity across all systems. You'll also be tasked with monitoring system...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Minimum Requirements:Relevant tertiary qualification in logistics and/or warehousingShipping and terminal operations experience/knowledgeExperience of perishable and general cargo protocolsWilling to work after hours, including weekends and public holidays (as and when required)Exposure to shipping and planning environmentPlanning, organizational, project...

Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential•Lucrative Commission...

Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential• Lucrative Commission...

Key Responsibilities: Process and manage claims across various insurance product lines, ensuring accuracy and efficiency. Liaise with clients, hospitals, doctors, insurers and third parties to facilitate seamless claims handling. Ensure compliance with insurance policies, industry regulations, and company standards. Utilize Discovery, Momentum, Old Mutual,...

Key Responsibilities:Process and manage claims across various insurance product lines, ensuring accuracy and efficiency.Liaise with clients, hospitals, doctors, insurers and third parties to facilitate seamless claims handling.Ensure compliance with insurance policies, industry regulations, and company standards.Utilize Discovery, Momentum, Old Mutual,...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

**Department & Region**: Financial Advisors**:Durban / Johannesburg / Cape Town** *** **Business Description**: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing...

**Salaried Financial Advisors: Durban** *** **Business Description**: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced...

**Business Description**: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment executive sales financial...

**Business Description**: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial sales excutives to...