Financial Advisor

A boutique, private equity firm is in need of a highly experience Financial Advisor Assistant/ Financial PA. **Required** - Must have a Matric (minimum) RESPONSBILITIES INCLUDE - all administrative duties of the financial advisor - all paperwork requirements - implementing quotes - contacting clients on the financial advisors behalf. Full-time position...

Are you an experienced wealth professional with a knack for building strong client relationships and a deep understanding of financial planning? We are looking for a skilled Wealth Advisor to join our team, offering high-net-worth clients exceptional wealth and estate planning services. If you're ready to manage a growing portfolio, deliver comprehensive...

**Job Advert Summary**: This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The Graduate Advisor will be responsible for prospecting and building a client base within the young professional student base. **Minimum Requirements**: **Formal...

**Job Advert Summary**: The company Financial Advisory Services is looking for a salaried Wealth Advisor / Representative to acquire and manage a portfolio of high-net-worth clients. **Minimum Requirements**: SKILLS/PERSONAL ATTRIBUTES REQUIRED - Matric - Preference to Certified Financial Planner (CFP) designation/qualification - Minimum 5 years investment...

Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.-...

**Job Advert Summary**: A management role reporting to the Senior Manager: Graduate Division. The role in the PPS Graduate Division is to serve as a platform to successfully launch young graduate financial advisers in to the financial industry by equipping them with the necessary skills to become independent professional advisors working exclusively in the...

ABOUT THE POSITION What is a financial advisor? The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them. The role calls for formal in-house...

About the RoleThe Recruitment Council seeks a seasoned Wealth Advisor to oversee and grow a portfolio of high-net-worth clients.Key ResponsibilitiesComprehensive Wealth Planning: Provide tailored services focusing on investments, risk, business, and fiduciary matters.Client Relationship Management: Acquire and manage a portfolio of high-net-worth clients...

**Wealth Advisor - Stellenbosch** Expanding bank seeks client-orientated indiv for Fin Advisory / Wealth business. Pivotal role to acquire and manage a portfolio of High-Net-worth client in the Stellenbosch region. Build great relationships and deliver personalised service. Exciting career opportunity to build book of clients from scratch. *** **Main...

**Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade12) - Relevant commercial/legal/industry specific NQF6 tertiary qualification is the preferred minimum - NQF 7 and above qualifiction is highly advantageous - RE 5 completed - Successful completion of supervisory...

At The Recruitment Council, we are seeking a highly skilled Wealth Advisor to join our team and manage a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and the ability to drive the financial planning practice within the business.Key Responsibilities:Provide tailored wealth...

Job TitleExperienced Wealth Strategist WantedAbout the RoleWe are seeking a skilled and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients. This role involves comprehensive wealth planning, strong client relationship management, and driving the financial planning practice within the business.Key ResponsibilitiesProvide...

A leading payment aggregator and provider of secure payment solutions islooking for a Direct Sales Representative to join their growing team. The mainpurpose of the role is to take responsibility for step growth in transaction volumesthrough servicing product specific opportunities effectively, and through theonboarding of new potential...

A leading payment aggregator and provider of secure payment solutions, Liquid Thought, is seeking an experienced Business Development Representative to expand its payments business.The primary objective of this role is to boost transaction volumes through efficient servicing of existing clients and successful onboarding of new potential partners. The ideal...

**Designation**: Paraplanner | Stellenbosch| Permanent **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 23 Oct 2024 **Reference Number**: POS39029 **Closing...

**ADMINISTRATIVE ASSISTANT** Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that considers a holistic view of their financial objectives, requirements and circumstances. They are in need of a very dynamic **Administrative Assistant** to join their team. - Assisting the Financial...

A leading payment aggregator and provider of secure payment solutions is looking for a Direct Sales Representative to join their growing team. The main purpose of the role is to take responsibility for step growth in transaction volumes through servicing product specific opportunities effectively, and through the onboarding of new potential billers. The...

Duties & Responsibilities Grain Marketing Strategies: Identify trading opportunities through supply and demand analysis, arbitration potential, spread trading, and flat price trading. Develop professional relationships with a portfolio of agricultural customers by providing proactive grain marketing strategies that consider customer needs, profitability,...

Duties & ResponsibilitiesGrain Marketing Strategies:Identify trading opportunities through supply and demand analysis, arbitration potential, spread trading, and flat price trading.Develop professional relationships with a portfolio of agricultural customers by providing proactive grain marketing strategies that consider customer needs, profitability, market...