Wealth Assistant

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Job description: The Administrative Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service model and Procedures. The role needs...

Report Writer Our client that is looking for a Report Writer to assist financial advisors in the structuring of proposals. **Responsibilities** - Coordinate and implement paraplanning processes and procedures - Evaluate products that is appropriate to structure equitable proposals for financial clients - Manage all paraplanning related tasks - Assist with...

Report Writer Our client that is looking for a Report Writer to assist financial advisors in the structuring of proposals. **Responsibilities** - Coordinate and implement paraplanning processes and procedures - Evaluate products that is appropriate to structure equitable proposals for financial clients - Manage all paraplanning related tasks - Assist with...

**Senior Marketing Manager: Head of Distribution **(Hybrid) Location**:Bellville, Cape Town** **Job description**: **Responsibilities**: **PSG Insure & Western**: - Insure adviser office marketing support (Ads conceptualise, brochureware, newsletters proof read, event guidance and support, signage, sponsorships guidance etc.) - Client and internal...

Who are we? The Retail Affluent (RA) cluster is responsible for Sanlam’s retail business in South Africa. RA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...

A financial planning group requires a Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process. **DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

Who are we? Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...

Who are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...

Who are we? The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. SRA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life...

Who are we? Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...

**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

Who are we?The Retail Affluent cluster is responsible for Sanlam's retail business in South Africa. This cluster provides clients within the affluent market with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services....

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...

Who are we? Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...