Wealth Management Advisor

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

At Structured Wealth Solutions, we are seeking a highly motivated and results-driven broker agent to join our team for CAPITAL LEGACY. This is an excellent opportunity for individuals who possess exceptional sales skills and a passion for the financial services industry.Key Responsibilities:The ideal candidate will have a valid driver's license and own...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the JobThis is a full-time on-site role located in Bellville.Key...

Job OpportunityWe are excited to offer an opportunity for a talented Wealth Management Consultant to join our team at Structured Wealth Solutions in Western Cape. As a key member of our Sanlam Sky team, you will be responsible for providing expert financial guidance and delivering exceptional client service to individuals and families.Key...

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Investment Solutions Advisor RoleWe are seeking a highly skilled Investment Solutions Advisor to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.ResponsibilitiesProvide...

Job SummaryThis role involves providing exceptional support to Wealth Managers and Advisors in the Investment Financial Services industry.The successful candidate will possess a strong understanding of FICA & FAIS legislation, as well as experience in handling retirement claims, particularly for Public sector funds.Key responsibilities include processing new...

Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...

Direct message the job poster from Real Time Wealth.Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West. We're seeking a motivated individual to join our team and work closely with our experienced Financial Advisors and their assistants.Position: Financial Advisor / Assistant (Medical aid and Gap...

Company Overview:Cross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. With a focus on advocacy and tailored insurance options, our team serves as trusted partners for financial security.As a Personal Financial Advisor with Cross Wealth Financial Services, you will be responsible for developing...

Job FunctionWe are looking for a Comprehensive Wealth Advisor to join our team at Platinum Talent ZA. As a Long Term Financial Advisor, you will be responsible for providing comprehensive long-term financial advice to clients, meeting regulatory standards.The ideal candidate will have a strong understanding of the financial services sector and be able to...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...

Our client, formed from merging four financial entities, offers comprehensive services under one roof, providing tailored compliance, performance-oriented, and strategic solutions to meet diverse client needs. They are looking for a Short-Term Insurance and Wealth Advisor to join their team.Job Title : Short-Term Insurance and Wealth AdvisorLocation :...

FSP Wealth is committed to making wealth structuring as simplistic as possible for its clients.The ideal candidate will be responsible for assisting financial advisors with financial planning, preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the CompanyWe specialize in simplifying...

Our client, a Wealth Management organisation, is seeking a Wealth Management Associate to join their expanding team.The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.Key Responsibilities :Prepare and...