Head of Wealth and Financial Planning Cape Town

Unleash Your Full Potential as a Wealth Manager at Our Entrepreneurial Firm Are you an ambitious and experienced wealth manager who feels stifled in a corporate or banking environment? Are you ready for a career upgrade where you can truly maximize your earning potential? Look no further - we are offering you an unparalleled opportunity to join our thriving...

Gauteng, Johannesburg - Annually Cost To Company (Market related) A well-established Travel company is seeking Head Learning & OD Wealth Management To advise on and integrate learning and organisational development best practices into business strategy and the HR value chain, in line with the business needs at a strategic and tactical...

Hiring: Wealth manager in Rosebank   Responsibilities: Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's Estate planning Retirement planning Education planning Make detailed recommendations taking cognisance of each client's risk profile and financial needs Create and implement...

**How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...

Our client is looking for a Head of School for their financial planning department to join their fast-paced and dynamic team based in Joburg. This is an onsite role operating from Mondays to Fridays. **Duties And Responsibilities** - Effective management of the Marketing department. - Academic leadership. - Building industry partnerships. -...

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. **Responsibilities**: - Preparation of Records of Advice for both Local and Offshore Investments...

**Branch Manager - Cape Town** **Description** We are looking for a talented **BRANCH MANAGER - CAPE TOWN** to join our team specializing in **GENERAL MANAGEMENT** for our **DISTRIBUTION BUSINESS SEGMENT in CAPE TOWN SOUTH AFRICA.** - Service Capability, Capacity and Coverage - Applies the Service Capability, Capacity and Coverage process to recognize...

We are looking for a talented **BRANCH MANAGER - CAPE TOWN** to join our team specializing in **GENERAL MANAGEMENT** for our **DISTRIBUTION BUSINESS SEGMENT in CAPE TOWN SOUTH AFRICA.** - Service Capability, Capacity and Coverage - Applies the Service Capability, Capacity and Coverage process to recognize customer expectations, business priorities, and where...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Qualifications required: A degree in a finance related field such as a BCom, BusSc A wealth management or investment management qualification recognized by the FSCA A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous Skills and experience required: At least 2 years’ experience as a...

Qualifications required:A degree in a finance related field such as a BCom, BusScA wealth management or investment management qualification recognized by the FSCAA postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageousSkills and experience required:At least 2 years’ experience as a Client...

Responsibilities: - Underwriting of existing business - Liaising with clients - Preparing quotations - Issuing and managing new policies, renewals, and endorsements - Manage premium collections - Identifying/optimising business opportunities from clients - Maintaining service level agreement deadlines - Handling client queries - Claims Management - the...

Join one of South Africa’s leading Independant FSP's as a Wealth Management Associate. You will provide professional administrative support (70%) and preparation of technical analysis (30%) to an allocated wealth manager as well as a leading wealth management division in ensuring accurate and timely processing of all related requests. Personal profile and...

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...

**Relocate to Cape Town German Claims Handler (Insurance)** Our Client is the World’s leading medical assistance and claims handling companies who process cases around the globe. They have a unique gateway to a comprehensive worldwide provider network, local-know how, assistance and cost containment for travel insurance, health insurance and corporate...

**How you'll role** In your role as an experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company’s goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this...

Calling all Financial Planning Analysts within the Johannesburg North area. Are you looking for your next exciting career opportunity at a multinational company within the IT and Telecommunications industry? **Job & Company Description**: Our multinational client, within the IT and Telecommunications industry, is searching for a Financial Planning Analyst...

A Financial Services brokerage requires Financial Advisers Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. We are looking for self-motivated...

Looking for an enthusiastic Retail Manager to become Head of Retail for a top brand's own stores. This role will require travel to Cape Town, Durban and Centurion branches but will be based in Bryanston. An eye for design and layout as well as staff management and sales.

**Experienced Financial Adviser Position** Morebo is seeking a dedicated and experienced Financial Adviser to join our dynamic team. This role is pivotal in providing comprehensive financial and estate planning services to our clients, utilizing cutting-edge tools such as Elite Wealth (or similar) for Financial Needs Analysis software. **Key...