Wealth Administrator

Minimum requirements: Provide strong administrative support to the Wealth Manager Commerce or financial degree from a reputable tertiary institution Financial Experience in and solid knowledge and understanding of the financial planning environment FAIS (CAT II advantageous), and FICA 3-5 years working experience in the financial planning environment...

Minimum requirements: Provide strong administrative support to the Wealth Manager Financial Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous, and FICA Commerce or financial degree Consultant: Debbie Watkyns - Dante Personnel Cape Town

Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work extended hours in order to complete tasks, assist the team or respond to clients. Flexibility is provided...

Join one of the leading Financial Advisory firms in South Africa as a Wealth Administrator.** This is an Employment Equity opportunity** **Responsibilities**: - Gather Policy information - Compile a summary of inforation - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and...

My client in Wealth Administration has a vacancy for an Administrator. If you work in Wealth Administration, supporting a team then this could be your next career move. Alternatively if you are in Sales and prefer a role in support then this may just be for you. You have knowledge of FICA and FAIS, familiar with creating new accounts and monitoring...

REQUIREMENTS Grade 12, tertiary qualification will be an advantage Own vehicle, transport and driver's license Both English and Afrikaans speaking and writing skills required Good written and verbal communication skills Ability to work under pressure and meet deadlines Methodical, detailed and organised work style Professional corporate appearance Able to...

If you are working with a team of Wealth Managers or assisting Financial Advisors, then you may just be the right fit for the role. Manage a portfolio of clients, prepare the client packs, and manage FICA, FAIS, and daily compliance aspects. You are professional, and agile and enjoy working with clients and delivering world-class service. Responsible for...

A private wealth organisation with international fiduciary seeks to appoint an experienced Manager. Someone who has worked within the fund administration environment at a senior level will be strongly considered. You will be responsible for managing a team and various resources. Establish structure, and monitor client projects and various statutory...

Attention **Fitters and Turners!** Join a collaborative and innovative work environment where your skills and expertise will be recognised and valued. Unlock this opportunity for professional growth and development as you contribute to the cutting-edge success of a specialised **manufacturer** in the **Western Cape!** years’ post trade test experience?...

This global Private Equity Group is growing its Senior Management team. The Director is responsible for actively promoting and positioning the Group’s brand in view of developing and growing new sustainable businesses to enhance the Group’s revenue and profitability. Reaching out to fund managers to promote fund administration and global offering To...