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.

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome to FNB, the home of the...

**Job Advert Summary**: The focus of this position is on producing high quality, detailed work based on established standards, guidelines and procedures. Precise, consistent work output is essential requiring patience and a willingness to assist. Communication with others is based on knowledge of repetitive job routines and procedures. Consistent, error free...

Hours of work are 8am-5pm (SA Time 10am-7pm) Fully remote - home based role Salary R44,000 PER MONTH 27 days paid holiday plus 8 days paid UK Bank holidays Company Description Andrew Nolan Mortgages ltd / ADNFC wealth management are Financial Advisors with over 20 Financial planners working with us. We are based in Wetherby, West...

Job Title - Financial Administrator - Job Number - 72798 - Skills - Ms Office - Industry - Financial Services - City - eThekwini (Durban) - Job Description We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change. We will train and mentor you in wealth management and creation, to be a...

**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...

Investment AssistantAbout the Role:We are seeking a highly organized and detail-oriented Investment Assistant to join our Wealth and Investment division. As a key member of our team, you will provide operational and administrative support to our Wealth Manager, ensuring seamless client experiences and efficient business operations.Key Responsibilities:Manage...

Overview:Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wealth Manager. Our client is looking for energetic, passionate individuals who value flexibility and the...

Overview:Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wealth Manager. Our client is looking for energetic, passionate individuals who value flexibility and the...

Overview: Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wealth Manager. Our client is looking for energetic, passionate individuals who value flexibility and the...

Overview:Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wealth Manager. Our client is looking for energetic, passionate individuals who value flexibility and the...

**Job Classification** **Requisition** - 134504 - Melissa Cloete**Cluster** - Nedbank Wealth Cluster; Nedbank Insurance Division; Policy Administration**Location**: - KwaZulu Natal (Nedbank Park Square)**Closing Date** - 20 September 2024**Please Note: Preference will be given to Applicants from Underrepresented Groups** - Job Family- Administration,...

**Job Classification** **Requisition**: - 135979 - Melissa Cloete**Cluster** - Nedbank Wealth Cluster - Nedbank Insurance Division**Location** - Johannesburg & Kwa-Zulu Natal**Closing Date** - 30 September 2024- Job Family- Administration, Operations and Facilities - Career Stream- Administration, Transactional Processing and Production- Leadership...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across Europe. The deVere Group of Companies are the world’s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge...

**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 wealth creation, protection and niche financing needs. Company is looking for Graduate Financial planners to be based in its Durban...

**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...

Job Description To generate revenue by structuring deals, raising and utilisation of funds, complex purchases and sales which may include securities, bonds, and foreign exchange - Deliver customer service through adherence to quality service standards - Deliver sales targets and grow portfolio under guidance and supervision, by performing end-to-end process...