Senior Financial Planners and Wealth Management Experts Wanted

Job Summary:    We are seeking a Senior Wealth Strategist to provide expert financial planning, advice, and services to clients. This is a fantastic opportunity to develop customized strategies and guide clients towards achieving their financial goals.About the Role:    As a Senior Wealth Strategist, you will be responsible for analyzing financial...

Sagen Advisory: A Leading Wealth Management BusinessWe are recruiting highly skilled and ambitious Financial Planners to join our team in Durbanville, Stellenbosch. This is an excellent opportunity for individuals who want to build a career in wealth management and deliver exceptional client service.The ideal candidate will be a financial/commercially...

CA Financial Appointments is seeking a highly skilled Financial Planning Specialist to join their team. The ideal candidate will have a strong background in financial planning and wealth management, with the ability to create personalized asset allocation reports for clients.About CA Financial AppointmentsWe are a boutique Wealth Manager providing personal...

**Job Overview** HR Genie is seeking a highly skilled Senior Financial Planner to join our team in Century City, Cape Town. As a Senior Financial Planner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Key Responsibilities:Assist the Senior Private Wealth Manager in the research...

We are seeking a highly skilled Financial Advisor to join our team at Sagen Advisory.As a Financial Advisor, you will be responsible for providing expert financial planning and advice to our clients, helping them achieve their financial goals.With a rapidly expanding wealth management business, we offer a unique opportunity for a motivated and ambitious...

Job OverviewThe role of the Financial Planner involves providing financial expertise and wealth creation advice to Nedbank clients.Key ResponsibilitiesAnalyzing clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a bespoke financial...

CA 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...

Join us at Financial Advisors HR as we seek talented Financial Advisors/ Insurance brokers/Great sales people to drive business growth and deliver exceptional client experiences. Our dynamic team is passionate about providing innovative solutions in the financial services sector.Estimated Salary: Based on national averages, the estimated monthly salary for...

Sagen 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...

Wealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They...

Job Title: Wealth Management Support SpecialistEstimated Salary: R200,000 - R250,000 per annumCompany OverviewThe Talent Expert is a leading independent financial planning firm providing customized financial planning services to retirement funds and their members.We have experienced phenomenal growth over the past few years and are still growing. Our vibrant...

iGrow Wealth Investments offers a unique opportunity for a skilled Financial Advisor to join their team and contribute to the growth and success of the company. As a Financial Advisor, you will be responsible for helping investors create, protect and grow their wealth.The ideal candidate will have a passion for helping others achieve financial freedom and...

We are seeking a skilled Financial Advisor to join our team at Sagen Advisory, a rapidly expanding wealth management business. Located in Durbanville, Stellenbosch, this exciting opportunity allows you to either build your own client base or invest in your current one.The ideal candidate will be a financial/commercially qualified graduate, a junior financial...

We are a leading wealth management business in South Africa, rapidly expanding our operations with a strong reputation for excellence. Our company is headquartered in Durbanville, Stellenbosch, and we are currently expanding across the country.This exciting role offers an opportunity to build your own client base or invest in your current clients. You will...

Financial Planner Job OverviewThis role focuses on providing financial expertise and wealth creation advice to clients, aiming to make Nedbank their preferred banking institution.

Company OverviewCross Wealth Financial Services is a leading provider of financial solutions, dedicated to helping individuals and families achieve their long-term goals. Our team of experts provides personalized advice and guidance to ensure that our clients make informed decisions about their financial futures.Salary & BenefitsWe offer an attractive salary...

 **Job Summary**We are looking for a highly skilled Financial Planning Expert to join our team at HR Genie in Century City, Cape Town. As a Financial Planning Expert, you will provide support to the Senior Private Wealth Manager in developing and maintaining client financial plans. Key Responsibilities:Assisting the Senior Private Wealth Manager in...

About The Hiring House:We are a leading provider of investment services and financial planning solutions. Our team of experts works closely with clients to understand their unique needs and goals.Job Summary:We are seeking a Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will work with clients to develop and implement...

Job Title: Senior Financial Planning SpecialistJob Summary: We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Rory Mackie & Associates. This role will provide critical support to our financial planners, assisting with technical financial planning analysis, client reviews, and financial plans.Key Responsibilities:Draft...

About the RoleRory 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...