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...

**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...

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): Durban (Salary): Market Related (Ref: AG) Our client requires an experienced and qualified Office Administrator to join their team at their Durban offices. Previous experience in dealing with high net-worth individuals and corporates would be an advantage. This position provides administrative support to an independent Financial...

Key Responsibilities:Manage and service client policies across long-term, short-term, and medical insurance products.Process policy changes, amendments, renewals, cancellations and general administration.Provide exceptional customer service to clients, addressing inquiries and assisting with policy-related matters.Prepare and process quotations using...

**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...

Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential•Lucrative Commission...

Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential• Lucrative Commission...

Key Responsibilities: Process and manage claims across various insurance product lines, ensuring accuracy and efficiency. Liaise with clients, hospitals, doctors, insurers and third parties to facilitate seamless claims handling. Ensure compliance with insurance policies, industry regulations, and company standards. Utilize Discovery, Momentum, Old Mutual,...

Key Responsibilities:Process and manage claims across various insurance product lines, ensuring accuracy and efficiency.Liaise with clients, hospitals, doctors, insurers and third parties to facilitate seamless claims handling.Ensure compliance with insurance policies, industry regulations, and company standards.Utilize Discovery, Momentum, Old Mutual,...

About Jumeirah:We are a member of Dubai Holding, operating a portfolio of 26 properties across the Middle East, Europe, and Asia. Our award-winning destinations offer signature dining experiences, artful surroundings, and exceptional service beyond expectations.About the Job:An exciting opportunity has arisen for a Finance Manager to join our team. The...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

Job SummaryNedbank is recruiting a skilled Investment Advisor - Durban to provide financial expertise and investment advice to clients in the area.Key ResponsibilitiesProvide financial planning and wealth creation advice to clients.Develop and implement financial plans tailored to clients' individual needs and goals.Maintain updated knowledge of regulations,...

**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...

**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 financial sales excutives to...

**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...

Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting,...

**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 financial planners to be...