Investment Advisor

Investment Solutions Advisor RoleWe are seeking a highly skilled Investment Solutions Advisor 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.ResponsibilitiesProvide...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO JOIN OUR INVESTMENT BANKING TEAM LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97...

About This OpportunityThis is an exciting opportunity to join a leading insurance company as a Financial Advisor. As a Financial Advisor, you will be responsible for providing expert advice on financial planning, retirement planning, and investments to clients. You will also contribute to the development of new business opportunities and...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

Key ResponsibilitiesAs a Senior Investment Advisor, you will be responsible for evaluating clients' financial situations, developing tailored investment plans, and guiding clients towards achieving their financial goals. You will also stay up-to-date on market trends and regulatory changes to ensure compliance and maximize returns for our clients.Your...

**Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

**Title**: **Para-planner and Assistant to Investment Advisor**: **Salary**: 20000 - 30000 **Description**: An investment management firm based in Cape Town is looking for a dynamic individual to join the team as Para-planner / Assistant to Investment Advisor **Category**: Office **General Requirements**: **Requirements**: - Relevant investment/financial...

About Oasis CrescentWe are a reputable investment company committed to delivering exceptional financial solutions to our clients. Our team of professionals is dedicated to providing personalized advice and comprehensive investment strategies that meet the unique needs of our clients.Job DescriptionWe are seeking a qualified and experienced Financial Advisor...

Oranjezicht, Cape Town - Accounting/Finance** Paraplanner | Assistant to Investment Advisor (JB1681)** Oranjezicht, Cape Town R20 - 30 000 per month Cost to Company Annual incentives Duration: Permanent Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an...

An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in...

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionRole overviewOur fast-growing Private Clients Business is looking for a new leader of its investment capability. The role evolves on the scope of the Chief Investment Officer by including a strong strategic focus and leadership of multiple investment...

**Title**: **Financial Advisor (Investment Specialist) - Gauteng or Western Cape**: **Salary**: - R 40 000 - R 50 000 **Description**: - Our Client is looking to appoint a Financial Advisor specialising in Investments. The person must be committed, driven and results oriented. The Advisers must be able to work on their own as well as in a team environment...

The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features,...

Our client is looking for an experienced Investments Business Development Executive with great client engagement and interpersonal skills to join their dynamic team. As an Investment Business Development Executive, you will be accustomed to developing and maintaining effective business relationships with Financial Advisors and delivering a proactive service...

Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Investments. To assist with administrative support in other offices as need arise. Draw investments and risk quotes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and...

Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

**Role and responsibilities**: Overview **Responsibilities**: Collate, update and manage a database (CRM) for all clients. This includes building up a history and tracking interactions with all clients (both formal and informal) Develop a servicing strategy for assigned clients, with the help of the Head of Client Service Drive specific client projects on...

Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...

Company OverviewAllan Gray is a leading investment management company that offers a range of products and services to clients. Our mission is to deliver long-term investment returns while providing exceptional client service.