Head of Wealth and Financial Planning Cape Town

Job OverviewWe are seeking a Financial Planning Expert to join our team at IWCP : Insurance & Wealth Creation Professionals in Johannesburg.

Dear prospective service provider, The Financial Planning Institute of Southern Africa NPC (FPI) is calling on qualifying IRBA Registered External Auditors to submit bids to provide external audit services. The external audit services will entail the auditing of FPI and its wholly owned subsidiary’s consolidated and separate annual financial statements....

Job Title: Financial Planning Specialist - Johannesburg LocationWe are seeking a skilled Financial Planning Specialist to join our team at IWCP, located in the heart of Johannesburg. As a Financial Planning Specialist, you will be responsible for providing expert advice and guidance to clients on their financial planning needs.Key Responsibilities:Develop...

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. Qualifications and Experience: - Honours or Post Graduate Diploma in Financial Planning, CFP or BCom...

Overview Hire Resolve is currently partnering with several esteemed clients seeking experienced Wealth/Financial Planners to join their teams in South Africa. These roles are ideal for professionals who excel in providing personalized financial guidance, developing comprehensive wealth management solutions, and fostering long-term client relationships. If...

We are seeking a highly skilled and experienced Director of Wealth Management to join our esteemed client, a renowned International Wealth management Group based in Cape Town.The ideal candidate will have at least 7+ years of experience in marketing and distributing CIS investment products, as well as 2+ years of experience managing a sales team. A Financial...

Job Title: Wealth ManagerJob Description:We are seeking a highly motivated and target-driven Wealth Manager to join our team of professionals at Network Recruitment. The successful candidate will be responsible for advising clients on all aspects of offshore financial planning and wealth management.The ideal candidate will have a CA(SA), BCom Accounting or...

Company OverviewIWCP : Insurance & Wealth Creation Professionals is a leading firm in the field of financial services, dedicated to providing expert advice and guidance to individuals and businesses.SalaryThe estimated annual salary for this position is between R600,000 - R900,000, depending on experience and qualifications.Job DescriptionWe are seeking a...

About the OpportunityWe are seeking a Financial Planning Specialist to join our team at IWCP : Insurance & Wealth Creation Professionals. In this hybrid role, you will provide financial planning advice, assist clients with their finances, and develop customized financial plans.Key ResponsibilitiesConduct in-depth financial planning for clients to achieve...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

AN OPPORTUNITY FOR A CAREER WITH THE NUMBER 1 SANLAM BLUESTAR FRANCHISE IN THE COUNTRY! : BERGHSHIRE BLUESTAR OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER - Choice of different Sanlam adviser contracts - Vesting Bonuses...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Job Title: Senior Wealth ManagerAbout the Role:Our client, a leading player in the financial services industry, is seeking a Senior Wealth Manager to lead the way in delivering personalized financial strategies for high-net-worth clients. This is a fantastic opportunity for a competitive salary, professional development, and access to industry-leading tools...

Position: Private Wealth AdvisorThe Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

Position: Private Wealth Advisor The Wealth Advisor is responsible for delivering comprehensive wealth management guidance focused on long-term financial security, investment growth, and protection strategies. This role provides holistic solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid...

OUR VALUE IS THE BEST IN THE MARKET : A PROPOSITION WHICH REWARDS YOU WITH ADDITIONAL INCOME APART FROM COMMISSION TO FINALLY HAVE A CAREER YOU STRIVE TO BE SUCCESSFUL IN. WE OFFER 1) Excellent Comm splits. Different contracts available. 2)A Vesting Bonus 3) 13th Cheque / production bonus 6-8% of annual commission 4) Training Allowance of R25 000 paid...

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 -...

About Rory Mackie & AssociatesRory Mackie & Associates is a leading Private Bank and Wealth Manager catering specifically for Ultra-High-Net-Worth and High-Net-Worth clients.Job Summary:We are seeking a highly motivated and dynamic Financial Planning Associate to support our team of senior advisors in providing exceptional financial advice to our...

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...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...