Wealth Administrator

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:) Umhlanga (Salary:) Market Related (Ref: AG) Our client in the Financial Advisory and Wealth Management sector seeks to appoint a suitably experienced and qualified Wealth and New Business Administrator to join their team. 3 -5 years’ experience in financial advisory/ wealth management firm is essential. Must have a high level of...

Overview (Area:) Umhlanga (Salary:) Market Related (Ref: AG) Our client in the Financial Advisory and Wealth Management sector seeks to appoint a suitably experienced and qualified Receptionist to join their team. 3 -5 years’ experience as a receptionist in financial advisory/ wealth management firm is essential. Must have expereince in dealing with...

**Designation**: Wealth Adviser Assistant | Umhlanga, KwaZulu-Natal **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 12 Jun 2024 **Reference Number**: POS37908 **Closing date**: 27-Aug-2024 **Position...

Job Summary:Pronel Personnel is seeking a highly skilled Client Relationship Officer to join their team. The ideal candidate will have a strong background in finance and customer service, with excellent communication and interpersonal skills.Key Responsibilities:Client Engagement: Build and maintain strong relationships with existing clients, ensuring their...

Exiting opportunity exists at a fast growing and dynamic Wealth Management company based in Umhlanga. Our client is looking for an innovative and results driven Client Liaison / Administrator to assist and support their planning team. **Min requirements for this role**: - Matric - Degree in Finance adv - will consider a graduate looking for exposure -...

**Designation**: Wealth Adviser Assistant |Umhlanga, Kwazulu Natal **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 30 Jul 2024 **Reference Number**: POS02097 **Closing date**: 27-Aug-2024 **Position...

Overview (Area:) Umhlanga (Salary:) Market Related (Ref: AG) Our client seeks to appoint a suitably experienced and qualified New Business Administrator. Must have 3 -5 years’ experience dealing with the end-to-end process of New Business Administration - HNW portfolios and investments in a Category 2 IFA firm. This position is also responsible for...

Overview (Area:) Umhlanga Ridge (Salary:) Market Related (Ref: AG) Our client seeks to appoint a suitably experienced and qualified Client Services Administrator to provide administrative support to their high-net-worth client base. Grade 12, experience in the Financial Advisory Industry and an excellent telephone manner are essential. Must be fully...

An asset and wealth management company based in Umhlanga are seeking a confident Revenue/Commission Specialist. This is an exciting opportunity to kick-start your career in the financial services industry. **Minimum Requirements**: - BCom degree - Management Accounting / Business Studies - Financial Accounting (Would be a bonus) - Some experience with...

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...

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

WHO WE ARE: The Faculty is a leading provider of online teaching services. We have a wealth of experience and expertise in the education and recruitment sectors. Our primary goal is to attract the best online English and foreign language teachers to teach on our platform. We are dedicated to providing our students with access to the highest quality education...

**Who are we?** SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...

Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our...