Investment Advisor

Introduction As a Junior Investment Analyst, you will be working within our team of highly experienced, thought-leading, and entrepreneurial-minded investment professionals. This is a key new role that intersects with all the functions performed across our investment team, and through which you will be supported and empowered to develop hands-on...

Company description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...

Job DescriptionCompany description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization...

**Overview**: The Investment Analyst will be required to analyze the economic drivers of agricultural property performance, including forecasting and trend analyses and assessing financial opportunity, be it related to a present or potential agricultural property investment. Under the guidance of experienced team members, the Investment Analyst will be...

Requirements:Grade 12 / Matric Bachelors degree in either Business, Economics, or Finance - preferred 3 - 5 years experience in a similar roleKnowledge of Investment, life, or medical sectors - advantageous Proficient in MS Office 365 Suite (Intermediate Excel Skills)Fully bilingual (Afrikaans & English)Drivers license and own reliable transportAble to work...

**JOB DESCRIPTION** - Screening of all other requirements relating to the financial transaction. - Screening of confirmations of transactions / activities to ensure accuracy and correct reporting. - Keep Client/Advisor informed of progress of all activities till completion. - Liaise with Advisor and Client to establish what documents/ information is required...

Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...

Our client a UK based Investment company is looking for a CLIENT FINANCIAL SERVICES ADMINISTRATOR join their team in Cape Town.To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional end-to-end customer services. Maintain and enhance client...

Job Title - Financial Advisor - Job Number - 72848 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Sourcing and meeting potential clients. - Establish their financial needs and goals. - Enabling a professional Financial Needs Analysis to be drafted. - Dispensing / selling of suitable financial insurance products...

Western Cape, CPT - CBD - Annually Cost To Company (Market related, Negotiable) To deliver exceptional Administration Support to Financial Advisers, in their goal to secure new Clients and service an existing Client base. To cultivate great Client relationships and deliver great Client service **JOB DESCRIPTION** - Screening of all other requirements...

**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...

Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates from the financial service will be considered.This is a full-time working from home role, with flexibility offered by the Company.To...

**INVESTMENT ASSOCIATE (Private Equity | Renewables / Energy / Infrastructure) Southern Suburbs, Cape Town** **Competitive Package on Offer!** **Our Client, a Global Private Equity firm is currently **seeking an Investment Associate to support their activities in Africa. With your strong financial modelling, project finance and process management skills...

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist...

Description The Diversified Credit business is responsible for the Old Mutual Shareholder and Liability Driven Investments (“LDI”) diversified credit mandates. The Credit Team supports the business in delivering on its strategic objectives through sound risk management capabilities achieved through counterparty analysis, demonstrable sector...

Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on...

Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on...

**Reference** - PE002094/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry **based in Cape Town is currently looking to employ **a **Financial Advisor (Risk Products)**.** **To provide and implement advice in respect of insurance needs and...

**Reference** - PE002285/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services Industry **based in Cape Town is currently looking to employ **a **Financial Advisor (Risk Products)**.** **To provide and implement advice in respect of insurance needs and...

Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.Life insurance experience is essentialShort-term insurance experience is an advantageAppropriate tertiary qualification (bachelors degree in commerce, finance, investments preferable)Have a qualification recognised by the FSCA for FAIS purposes Preference will...