Wealth Adviser Assistant

**Designation**: Wealth Adviser Assistant/Paraplanner | Stellenbosch, Western Cape **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**: 18 Sep 2024 **Reference...

Job Title: Wealth Management AssistantEstimated Salary: R320,000 - R420,000 per annumJob Description:We are seeking a skilled Wealth Management Assistant to join our team at The Recruitment Council. As a key member of our team, you will assist Wealth Advisers in providing exceptional client service by responding to client queries via telephone and written...

**Responsibilities**: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Prepare and implement investment...

Responsibilities: - Assist and support Wealth Manager by dealing with client queries telephonically or by written correspondence as required. - Manage incoming calls and make sure that all calls are attended to in an efficient and timeous manner. - Work closely with Wealth Manager - Provide ongoing feedback to clients. - Assist clients with completing...

**VACANCY | SENIOR WEALTH INVESTMENT ADMINISTRATOR/ Paraplanner | STELLENBOSCH, WESTERN CAPE | PERMANENT** 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...

Job Title: Wealth Analyst Location: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities - Client Liaison & Retention...

Job Title: Wealth AnalystLocation: StellenboschJob DescriptionThe Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key ResponsibilitiesClient Liaison & Retention...

Job Title: Wealth AnalystLocation: Stellenbosch Job Description The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables. Key Responsibilities Client Liaison & Retention...

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...

Job Title: Financial Planning SpecialistEstimated Salary: R350,000 - R450,000 per annumCompany Overview:The Recruitment Council is a leading recruitment agency specializing in finance and accounting positions.Job Description:As a Financial Planning Specialist at The Recruitment Council, you will be responsible for assisting Wealth Advisers by addressing...

Role & Responsibilities: - Drive business development for our products in your designated region or target market - Build and maintain relationships with HNI, UHNI, and institutional investors through your own network - Coordinate with administrative and back-office teams to smoothly onboard investors - Provide exceptional client service through sharp...

Job Description: ParaplannerRole Overview:Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence.Manages incoming calls efficiently, ensuring timely responses to all client inquiries.Key Responsibilities:Collaborates closely with Wealth Advisers to provide ongoing feedback to clients.Prepares and implements...

Job OverviewWe are seeking a highly skilled and experienced Financial Services Coordinator to join our team at The Recruitment Council in Stellenbosch. As a key member of our operations team, you will play a crucial role in supporting our Wealth Advisers and providing exceptional client service.

**Job Title**: Administrator / Investment Support Assistant **Location**: Cape Town, South Africa **Company Overview**: Oakham Wealth Management, a UK-based investment management firm, is seeking a highly organized Administrator / Investment Support Assistant to join our remote team in. As a boutique company, this role is essential for supporting our...

Job Title: Investment Support AnalystEstimated Salary: R380,000 - R480,000 per annumJob Description:We are looking for a highly skilled Investment Support Analyst to join our team at The Recruitment Council. As an Investment Support Analyst, you will play a critical role in supporting Wealth Advisers in providing exceptional client service by addressing...

Job Title: High-Net-Worth Portfolio ManagerEarning a salary of $80,000 - $110,000 per year, we are seeking a skilled Wealth Analyst to join our team at The Recruitment Council.About the RoleAs a Wealth Analyst, you will be responsible for managing multiple projects simultaneously while supporting Wealth Managers and fostering strong client relationships....

Job Title: Wealth AnalystKey Responsibilities:The Wealth Analyst is responsible for managing multiple concurrent projects while supporting Wealth Managers and fostering strong client relationships. This role demands a high level of efficiency, quality, and accuracy in all deliverables.Key Responsibilities:Client Liaison & Retention Management:The Wealth...

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,...

Duties/Pligte - Providing input to the vision and innovation for the development of programmes and services within the PACER programme; - Overseeing academic progress of all HP student-athletes toward graduation, including maintaining academic reports, records and data necessary to comply with the University, the University¿s sport competition rules and...

Applications are invited for the** HR Generalist** positions to be based in **Stellenbosch.** **PURPOSE OF THE ROLE**: The HR Generalist drives and executes the organisation's human resources by planning and implementing employee relations and human resources policies, programs and practices. **Key Performance Areas would include, but are not limited...