Wealth Management Coordinator
2 days ago
Rory Mackie & Associates is seeking a highly motivated Wealth Management Coordinator to join our team. In this role, you will support our financial planners with various tasks, including preparing client reviews, analyzing financial data, and providing exceptional customer service.
The successful candidate will have a postgraduate diploma in Financial Planning and excellent communication skills. They should also be familiar with regulatory requirements and compliance procedures.
Key Responsibilities:
- Assist in improving, developing, and delivering services offered to clients
- Plan for upcoming reviews and set up weekly catch-up meetings with the Financial Advisor
- Provide regular feedback to Financial Advisors regarding workflows
- Knowledge of compliance requirements for FAIS/FICA, etc.
Estimated Salary: R500 000 per annum.
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Wealth Management Coordinator
6 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are seeking a highly motivated and organized individual to fill the role of Wealth Management Coordinator at CA Financial Appointments.The successful candidate will be responsible for coordinating the day-to-day activities of the investment team, including managing client accounts, preparing reports, and coordinating events.This is a fantastic opportunity...
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Wealth Management Coordinator
6 days ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...
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Property Development Coordinator
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout iGrow Wealth InvestmentsiGrow Wealth Investments is a dynamic property investment group in South Africa, committed to helping individuals achieve their wealth goals through strategic investments. As a key member of our team, you will play a vital role in driving business growth and delivering exceptional results.Job Summary:The Property Development...
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Cape Town, Western Cape, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.ResponsibilitiesExecutive Support: Efficiently and effectively manage the diary and...
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Wealth Investment Specialist
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...
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Property Management Coordinator
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob Title: Property Portfolio AdministratorLocation: Cape TownJob Type: Full-timeiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to join our team. As a key member of our team, you will be responsible for managing a large property portfolio, including coordinating monthly...
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Maintenance Coordinator
7 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth InvestmentsSouth African's #1 Property Investment Group is seeking a skilled Maintenance Coordinator to join their dynamic team.The ideal candidate will have at least 1 year of property administration experience and proficiency in RedRabbit. Key responsibilities include:Attending to day-to-day maintenance tickets on the rental...
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Strategic Portfolio Coordinator
4 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, a leading property investment company in South Africa, is seeking an experienced Strategic Portfolio Coordinator to join their team in Cape Town. This role is ideal for someone with a strong administrative background and excellent communication skills.About the RoleThis is a full-time position that requires the ability to manage a...
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Real Estate Portfolio Manager
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob DescriptioniGrow Wealth Investments is searching for a reliable Property Portfolio Administrator to oversee the management of 350-450 properties in Cape Town. The successful candidate will have a proven track record in property administration, including experience with rentals environments and proficiency in PayProp System.Responsibilities:• Manage a...
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Insurance Policy Coordinator
1 month ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout iGrow Wealth InvestmentsWe are a leading property investment company in South Africa, and we're looking for an experienced Insurance Administrator to join our team in Cape Town.
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Wealth Management Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeOpportunity to Thrive in Wealth ManagementWe are seeking a skilled and ambitious Financial Advisor Intern at Sagen Advisory, a rapidly expanding wealth management business with a reputation for excellence. Based in Durbanville, Stellenbosch, this exciting role offers the ideal candidate the opportunity to build a career in the wealth management...
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Wealth Management Consultant
2 weeks ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeLiberty Standard Bank Group: A Career in Wealth ManagementA career as a Wealth Management Consultant at Liberty Standard Bank Group offers the perfect blend of support and challenge for ambitious individuals. With our extensive industry expertise and cutting-edge financial solutions, you'll have the opportunity to build lasting relationships with clients and...
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Maintenance Administrator Assistant
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeSouth African's leading Property Investment Group, IGrow Wealth Investments, is seeking an experienced Maintenance Administrator to fill a critical role within their expanding team.Estimated salary: R150,000 - R180,000 per annumJob Overview:The successful candidate will be responsible for attending to all day-to-day maintenance tickets on the rental...
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Wealth Management Support Specialist
1 month ago
Cape Town, Western Cape, South Africa The Recruitment Council Full timeWe are seeking a highly skilled Wealth Management Support Specialist to join The Recruitment Council team.The successful candidate will provide specialist technical input to Wealth Managers, preparing asset allocation reports, proposals and financial needs analyses for clients. A minimum of 3-5 years experience as a Paraplanner within wealth management is...
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Wealth Management Specialist
1 month ago
Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full timeUnlock Your Potential in Wealth ManagementAs a Wealth Management Specialist, you will have the opportunity to thrive in a career that combines financial expertise with exceptional client service. At Liberty Standard Bank Group, we are committed to providing unparalleled support and resources to help you succeed.Salary: R 100,000 - R 150,000 per annum...
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Insurance Policy Coordinator
7 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a highly skilled Insurance Policy Coordinator to join their team in Cape Town.Salary: R250,000 - R350,000 per annumThe ideal candidate will possess excellent organizational skills, attention to detail, and strong communication abilities. They will be responsible for...
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Wealth Management Associate Role
6 days ago
Cape Town, Western Cape, South Africa Set Consulting Full timeWealth Management Associates at Set Consulting play a vital role in providing administrative support to our Wealth Managers. This exciting career opportunity is based in Cape Town, where you will be responsible for managing deadlines, paperwork, and operational details to improve the overall service for our clients.Key ResponsibilitiesPrepare and collate new...
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Real Estate Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout iGrow Wealth InvestmentsiGrow Wealth Investments is a leading property investment company in South Africa, offering exceptional investment opportunities for clients.We are currently seeking a highly skilled Real Estate Portfolio Manager to join our team in Cape Town. As a key member of our portfolio management team, you will be responsible for managing...
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Wealth Management Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Sagen Advisory Full timeSagen Advisory is a rapidly expanding wealth management business with a reputation for excellence. We are currently seeking several Financial Advisors to join our team.The ideal candidate will be a financial/commercially qualified graduate, a junior financial planner, or an experienced financial planner who is seeking to join a customer-focused expanding...
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Investment Portfolio Manager
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeCompany OverviewIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a highly skilled Financial Advisor to join their team.The ideal candidate will be driven by success and have a passion for helping investors create, protect, and grow their wealth.