Para-planner/wealth Management Associate

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

***What this position offers**: - The opportunity to work with senior Financial Planners throughout the full financial planning process, client interactions & meetings. - The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos as a FPI Approved Financial Planning Practice. -...

Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main...

**Title**: **Para-Planner - Century City (CPT)**: **Salary**: - 18000 (Commensurate with experience) **Description**: - Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the...

**Wealth Manager**: - Job Reference: LRXY9336 - Date Posted: 21 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Cape Town, Western Cape - Salary: On Application - Bonus/Benefits: Attractive Package - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis **Are you ready to broaden your scope of opportunity and...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd. As a key member of our team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice, providing a wide range of...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a motivated Associate Wealth Manager & support them in building and...

Para Planner Cape Town, Remote. R200 000 to R400 000 per year. The UK-based company seeks 1 Junior and 1 Senior Para Planner to act as a key individual within the business by providing comprehensive report writing and technical analysis to enable the company to deliver compliant and accurate advice to clients, whilst playing a key role in helping to evolve...

Para PlannerCape Town, Remote.R200 000 to R400 000 per year.The UK-based company seeks 1 Junior and 1 Senior Para Planner to act as a key individual within the business by providing comprehensive report writing and technical analysis to enable the company to deliver compliant and accurate advice to clients, whilst playing a key role in helping to evolve the...

Para Planner Cape Town Remote. R200 000 to R400 000 per year. The UKbased company seeks 1 Junior and 1 Senior Para Planner to act as a key individual within the business by providing comprehensive report writing and technical analysis to enable the company to deliver compliant and accurate advice to clients whilst playing a key role in helping to evolve the...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

Wealth Management Associate (WMA) R25k - R30k Cape Town  Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Wealth Management Associate (WMA)R25k - R30kCape Town Exciting career opportunity for a Wealth Management Associate with a prominent financial services company in Cape Town. In this role, you will report to the Wealth Manager and provide administrative support while serving as a strategic partner. Your responsibilities will include managing deadlines,...

Job SummaryThe main purpose of the Wealth Manager is to tell the story to as many ideal clients, to ensure increase in Assets Under Management (AUM) as per targets, to cross sell the services of the business, to service clients according to Service Level Agreements (SLAs) and to work together to increase the business AUM as per company strategy.This is done...

A Private Wealth Manager will meet with prospects and clients, conducting a detailed financial analysis in order to determine opportunity for clients with regards to onshore and offshore personal wealth portfolios, retirement planning, insurance, education planning and estate planning. They will make detailed recommendations in respect of aforesaid...

{"title": "Financial Advisor", "description": "Unlock Your Financial Potential with iGrow Wealth InvestmentsiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals and...

Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...