Wealth Adviser Assistant

**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...

**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 (ADP) | Faerie Glen, Pretoria, Gauteng **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**: 17 Sep 2024 **Reference...

**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...

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...

**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...

**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...

About the RoleWe are seeking a highly skilled and experienced Transformation Adviser Assistant to join our team at Sanlam Group.This is an exciting opportunity for a detail-oriented and organized individual to provide administrative support to the Head of Adviser Transformation, ensuring seamless day-to-day operations.

**Calling All Finance Graduates!** Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you will receive world class training and development, guided by seasoned and established advisers and Regional Managers who are committed to your success. This is your golden...

Job Description To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. - Identify Local and Offshore fiduciary opportunities and...

About the RoleWe are seeking an experienced Wealth Manager to join our team at FirstRand Bank Limited.As a Wealth Manager, you will be responsible for providing high-quality financial services and advice to our clients. This includes formulating proposals in cash management, risk needs, investment planning, estate planning, or other areas to help clients...

I am looking for an Entrepreneurial minded individual to join Liberty as a Professional Financial Advisor. Financial advisors are sales driven professionals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Risk, Retirement Annuities, Investments and Estates planning needs. This long term...

Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each clients financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed...

Become a Financial Adviser and start your career in financial wealth creation with Liberty Standard Bank Group.We believe in people who have confidence in themselves and a strong desire to achieve success in their lives. Our goal is to create an environment where motivated individuals with a positive attitude can make a real difference in their own lives and...

Synopsis:A leading financial services company in Pretoria seeks an experienced Wealth Advisor/Assistant to join their dynamic team.Job Description: Assist Financial Planners in administrative tasks, ensuring seamless execution of client transactions and portfolio management. Conduct thorough research on insurance products, stay updated on industry trends,...

Company OverviewLiberty Standard Bank Group is a leading financial services company that offers a unique opportunity for exceptional individuals to advance their careers.Salary and BenefitsThe estimated salary for this role is R250,000 - R400,000 per annum, depending on experience. In addition to a competitive salary, Liberty offers a structured training...

Job SummaryThis role involves building and maintaining professional business relationships across a portfolio of private wealth clients, achieving financial targets, acquiring new clients, and improving customer experience within the bank's regulatory and compliance frameworks.Key ResponsibilitiesAccountability: To build customer relationships in preferred...