Wealth Advisor

**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...

At Financial Wealth Capital, we truly care about your family’s financial future. This is why we endeavour to help consumers live financially free by providing them with expert guidance on navigating each step of their financial journey. We are currently looking for a Financial Advisor with an RE5 accreditation. **Key Duties, but not limited to**: -...

We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience and qualification Qualifications / Requirements: B.Comm Financial Planning (essential)Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)Knowledge of service provider products and their online websites operationsValid drivers...

We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience and qualification Qualifications / Requirements: B.Comm Financial Planning (essential)Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)Knowledge of service provider products and their online websites operationsValid drivers...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

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...

Job Opportunity: Lead Generator/Paraplanner Wealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic team! If you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for you! **Responsibilities**: Qualify leads and gather client information Schedule...

**Wealth Consultant / Financial Advisor / Financial Planner** We are seeking experienced financial advisors in the Western Cape, with an entrepreneurial attitude who wants to expand their financial planning practice within the IFA space. If you are looking for a change and want to have the opportunity to develop new skills and offer wider product provider...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

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...

Job Opportunity: Lead Generator/ParaplannerWealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic teamIf you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for youResponsibilities:Qualify leads and gather client informationSchedule appointments for...

Purpose of Position: Support the highly efficient and focused small team of financial advisors in the practice to service clients and support the business with regards to internal reporting and driving other internal policies & procedures. - Elite Wealth CRM and Tools - Astute - Finametrica - Adobe Acrobat Pro Roles and Responsibilities: The Client...

**Wealth Consultant** We are seeking experienced insurance sales advisors in the Western Cape Region, with an entrepreneurial attitude with a specific focus on risk financial products (funeral and life cover) to customers. If you are looking for a change and want to have the opportunity to develop new skills then we would like to discuss your options with...

WEALTH MANAGER Our client in the Belville area to assist financial advisors in managing their client base. Review clients’ investment portfolios on an annual basis or more frequently where applicable. To maintain the relationship between the client and the company. Duties include, but are not limited to: - Prepare annual reviews for clients. - Assist...

A boutique wealth firm based by the V&A waterfront is looking for someone on a fixed-term 3-month contract to assist with miscellaneous back-office work. The role will be a mix of Advisor Assistant and Office Administrator. Responsibilities will include:Assisting advisors with management of client documentsGenerating client statements & reportsAssisting with...

A boutique wealth firm based by the V&A waterfront is looking for someone on a fixed-term 3-month contract to assist with miscellaneous back-office work. The role will be a mix of Advisor Assistant and Office Administrator. Responsibilities will include:Assisting advisors with management of client documentsGenerating client statements & reportsAssisting with...

The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be strategic partner to the wealth manager, by meticulously handling deadlines, paperwork, and operational details to enhance...

Our client, is looking for a wealth manager to join their team in Pretoria. The role is client-facing and will initially focus on existing clients and once established grow a new client base of high nett worth individuals. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications,...