Wealth Administrator

KwaZulu Natal, Durban - R 20 000 Monthly Cost To Company **Morningside. **Established concern providing financial planning services seeks competent Wealth Administrator with RE1 or RE5 and experience in a similar role. **Responsibilities**: - Provide support to the Wealth Manager in all investment related decision making processes for clients - Build...

KwaZulu Natal, Durban R Monthly Cost To CompanyMorningside. Established concern providing financial planning services seeks competent Wealth Administrator with RE1 or RE5 and experience in a similar role.Responsibilities: Provide support to the Wealth Manager in all investment related decision making processes for clients Build investment knowledge Collate...

Join The Wealth Network and make a tangible impact in the world of Insurance. The Wealth Network, as a dynamic team and a juristic representative of Discovery, are not just looking for an experienced short-term sales consultant; we're looking for a visionary. Someone who can not only adapt to the market but redefine it with innovative strategies and a proven...

**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...

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 operational...

AOS Wealth (PTY) Ltd is a Financial Planning Firm based in Durban North KZN. We are seeking an **Administrator in Long-Term Insurance(Life/Medical Aid/Investment)**. **ONLY CANDIDATES WITH THE REQUIRED EXPERIENCE TO APPLY.** **Type of employment**: Fixed term contract. **Salary**:R9000,00 - R11 000,00 (Dependent on qualification and...

**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...

Job DescriptionTo provide appropriate administrative and implementation support to Wealth Managers through the execution of administrative duties as per agreed standard operating procedures To build and maintain relationships with clients, and collaborate with internal stakeholders and service providers Control costs through awareness of impact of work and...

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...

Type of employment: Fixed term contract thereafter.Salary:R8000 - R10000 (Dependent on qualification and experience)Transport: Driver's Licence and own vehicle (preferred)Minimum Requirements: Matric University Degree or Diploma preferred NQF4 Short Term Insurance (150 FAIS credits)- RE5 essential - submit with resume:Min 2 years' experience. Excellent...

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...

ONLY CANDIDATES WITH THE REQUIRED EXPERIENCE TO APPLY.Type of employment: Fixed term contract thereafter.Salary:R8000 - R10000 (Dependent on qualification and experience)Transport: Driver's Licence and own vehicle (preferred)Minimum Requirements: Matric University Degree or Diploma preferred NQF4 Short Term Insurance (150 FAIS credits)- RE5 essential -...

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...

Job Number 72986Job Type PermanentJob Title Financial AdministratorComputer Skills Ms OfficeIndustry Financial ServicesCity- 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 train and mentor you in wealth management and creation, to...

Purpose Of RoleThe Assistant is required to support the Financial Planning team in providing high levels of client services to our clients, as well as to the Region as a whole.The incumbent takes responsibility for overseeing the administrative, operations and client services support to the advisers and is the liaison person between the practice and the...

**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...

Job description:The position is a combination of an administration support, data capture, query resolution processes, client liaison and general office support.Responsibilities: Generate and follow up iComply documentation and update CRM Capturing of: Monthly billing statements Suspensions and reinstatements (including SMS communication to members) Gap claim...

**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...