Wealth Adviser Assistant

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

One of the leading Wealth Managers in SA are seeking a Senior Wealth Administrator! Do you have a relevant Degree in Investments / Financial Planning? Then this might be the ideal role for you! **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

**Designation**: Wealth Adviser Assistant | Pretoria East, Gauteng **Category**: Client/Intermediary Services **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 12 Sep 2024 **Reference Number**: POS01634 **Closing...

**Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives, and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company's...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job description**: PSG has an...

**Job description**: **Responsibilities**: - Advise clients on medical insurance options and suitability - both personal families and groups - Client and group visits and induction, ongoing training and presentations to clients - Assist clients with queries - Arrange and attend Wellness days - Ensure CRM data is up to date and accurate - Year-end & ad hoc...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - The purpose of the...

**Introduction** - Consult is a registered authorised Financial Service Provider (FSP), holding a FSCA Category FSP I and II license. Consult - dispenses financial planning, product advice, product execution and investments management services to individuals and - businesses in the high net worth, affluent, retail upper and small business enterprises...

RPO Recruitments client is currently looking for a dedicated and detail-oriented Wealth Assistant to join their team in Pretoria. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

**Designation**: Wealth Adviser Assistant (ADP) | Lynnwood, Pretoria, Gauteng | Permanent**Category**: Adviser Development Programme**Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents**Posted by**: PSG Financial Services**Posted on**: 27 Jan 2025**Reference...

**Designation**: - Wealth Adviser Assistant (ADP) | Lynnwood, Pretoria, Gauteng | Permanent **Category**: - Adviser Development Programme **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 27 Jan 2025 **Reference...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Involve assessing...

**_Position: Wealth Adviser_** **_Industry: Insurance_** **_Location: Pretoria, Gauteng_** **Minimum Requirements**: - Matric; - Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits); - Successfully completed the Class of Business exam; - Successfully completed the RE5 exam; - Currently registered with the Financial...

**PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: The Adviser...

The Legacy Planning Institute is a leading organization in the financial services industry, offering a wide range of investment opportunities to individuals and businesses. We are seeking a Wealth and Investment Director to join our team of senior financial advisors. As a seasoned executive with 2 or more years of experience, you will be responsible for...

The Legacy Planning Institute is seeking a results-driven Executive Wealth Advisor to join our team. As a seasoned professional with 2 or more years of experience, you will have the opportunity to leverage our extensive product portfolio to grow your business. Our platform offers a wide range of investment opportunities, including investments, fiduciary...

Established wealth management team who offer their clients tailored and holistic investment and wealth planning solutions, seek a passionate Wealth Manager for their Gauteng region. Fantastic team culture of collaborative and professional team members. **Responsibilities**: - Introduce new clients to our business, focussing on higher equity clients -...