Wealth Manager

**Designation**: Wealth Adviser Assistant (ADP) | Somerset West, Western Cape | Permanent **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 13 Nov 2024 **Reference...

Somerset West, Cape Town - Sales **Sales Manager (JB2885)** Area: Somerset West / Cape Town **Salary**: Market Related (Basic + Commissions) Duration: Permanent A well-established wealth coaching group of companies in the Financial Industry who are dedicated to helping individuals achieve their dreams of financial freedom is looking for a Sales Manager to...

Wealth Planner / Financial Advisor Liberty Life Jhb Financial Planning We are currently expanding our sales force. Join us a INDUSTRY LEADER as a Financial Adviser where your earning potential is significant. We are looking for target driven individuals who had previous experience in selling insurance products. Liberty has been around for more than 60 years...

**About the job**: Taking responsibility for preparing and maintaining detailed client files and records. The highest compliance and organisational standards are critical and being able to provide historical context to clients in relation to their advice journey is a pre-requisite. To provide effective and timely administrative assistance for Financial...

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; - Filing, capturing client data, updating spreadsheets and word documents; - Follow-up all client transactions, implementation of new business etc; - Drawing statements from service providers and summarising client portfolio...

**Reference** - PE002161/RW**Location** - Western Cape, Somerset West**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry **is currently looking to employ a **Financial Planning Partner Assistant based in Somerset West.** **A wonderful career opportunity awaits...

Financial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty...

Join forces with Liberty Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives...

Liberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from being a South African life insurer to a pan-African financial services company, offering asset management,...

About the RoleWe are seeking a highly skilled Business Development Manager to join our team at Discovery Limited. As a key member of our sales team, you will be responsible for increasing sales revenue and driving business growth.Job DescriptionThe successful candidate will have a strong background in sales and business development, with experience in the...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

**Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

At Liberty Standard Bank Group, we are seeking a skilled Financial Adviser to join our team. This role offers an exciting career within the financial services industry, where you will have the opportunity to shape the financial future of individuals and help them achieve their dreams.About UsWe are a leading financial institution that values expertise,...

Are you a motivated sales professional looking for a new challenge?We are seeking an experienced Branch Consultant/ Financial Advisor to join our team at Sanlam Group in Mafikeng, North West.About the Role:This is an exciting opportunity for a skilled and results-driven individual to take on a key role in driving sales growth and delivering exceptional...

Job Title : Senior Financial Service Representative - MafikengAt Sanlam Group, we are committed to helping our clients achieve their financial goals. We are currently seeking a highly skilled and experienced Senior Financial Service Representative to join our team in Mafikeng.We offer a competitive salary of R250,000 - R350,000 per annum, depending on...

-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...