Estate Planning Advisor
5 days ago
The Standard Bank Group is seeking an Estate Planning Advisor to join our team. As a key member of our financial planning department, you will be responsible for delivering comprehensive estate planning solutions to Private & Business Banking clients. Your expertise in estate planning, risk planning, business assurance, and local and offshore investments will be vital in helping us achieve our goals.
Responsibilities:
- Develop and implement customized estate plans for clients.
- Collaborate with cross-functional teams to ensure effective service delivery.
- Stay updated on industry trends and regulations.
Requirements
To excel in this position, you should possess:
- NQF level 7 qualification (Advanced Diploma or Degree).
- 120 credits or qualification aligned with FAIS and FSCA requirements.
- RE 5: Representatives.
Key Skills and Experience
Ideal candidates will have:
- 3-5 years' experience in sales environment, specifically intermediary services for banking and insurance categories.
- Strong understanding of Long Term insurance products.
- Knowledge of banks' products, processes, and systems.
-
Estate Planning Platform Expert
6 days ago
Johannesburg, Gauteng, South Africa Talent Shore Full timeTalent Shore is a leading provider of innovative estate planning solutions. Our mission is to make comprehensive estate planning accessible and integrated within the corporate environment.About Our CompanyWe offer cutting-edge technology to empower individuals and businesses to manage their estate planning needs effectively.We collaborate with top talent to...
-
Real Estate Executive Assistant
2 days ago
Johannesburg, Gauteng, South Africa Orion Real Estate Ltd Full timeWe are currently seeking a highly organized and proactive individual to join our team as a Real Estate Executive Assistant. In this role, you will provide comprehensive administrative support to the Property Chief Operations Officer, including managing emails, scheduling meetings, and coordinating travel arrangements.Key Responsibilities:Administrative...
-
Estate Manager JHB
3 hours ago
Johannesburg, Gauteng, South Africa Edge Executive Search Full timeReference: JHB003579-KC-1Our client is looking for an Estate Manager to organise, manage and maintain an estate property.Duties & ResponsibilitiesRequirements:Relevant studies in Business Administration / Hotel management / Property managementKey responsibilities:Manage larger properties and surrounding landOversees the upkeep of the residenceManage...
-
Estate Administration Senior Attorney
2 days ago
Johannesburg, Gauteng, South Africa Malherbe Rigg & Ranwell Inc. Full timeJob DescriptionAs a senior attorney in our thriving Estates Administration department, you will be responsible for the operation and control of deceased estates. This is an excellent opportunity to leverage your expertise in estate administration and grow as a professional.Oversight and administration of deceased estates including preparation and...
-
Johannesburg, Gauteng, South Africa Curiska Full timeAbout CuriskaCuriska is a dynamic organization that prides itself on delivering exceptional services in the financial sector.Salary and BenefitsThe successful candidate will receive a competitive salary of R15,000 per month.Job DescriptionWe are seeking an ambitious graduate professional to join our team as a Financial Planner Administrator. As a key member...
-
Chief Operations Officer Support Specialist
2 days ago
Johannesburg, Gauteng, South Africa Orion Real Estate Ltd Full timeOrion Real Estate (Pty) Ltd is a leading real estate and property company based in Johannesburg, South Africa. As a highly organized and proactive individual, you will play a key role in supporting the Property Chief Operations Officer in managing daily tasks, coordinating schedules, and ensuring smooth operations within the organization.Key...
-
Private Estate Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Performability Full timeEstate Manager:Supervising in-house projects.Overseeing the day-to-day tasks and operations of the home;Managing household bills and administrative duties.Running errands and purchasing items where required.Ensure that Security is on site and performing their duties accurately.Supervision of other household staff, such as housekeepers, private chefs,...
-
Private Estate Manager
2 weeks ago
Johannesburg, Gauteng, South Africa Performability Full timeEstate Manager:Supervising in-house projects.Overseeing the day-to-day tasks and operations of the home;Managing household bills and administrative duties.Running errands and purchasing items where required.Ensure that Security is on site and performing their duties accurately.Supervision of other household staff, such as housekeepers, private chefs,...
-
Estate Planner
3 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeRole Overview:We are looking for a Wealth Management Consultant to join our team. The successful candidate will have a strong background in wealth management and be able to provide expert advice to our clients on investment and wealth creation strategies. Key Responsibilities: The Wealth Management Consultant will be responsible for: Providing financial and...
-
Private Estate Manager/Butler
2 weeks ago
Johannesburg, Gauteng, South Africa Performability Full timeEstate Manager: This is not a real estate manager position. It is a private villaSupervising in-house projects.Overseeing the day-to-day tasks and operations of the home;Managing household bills and administrative duties.Running errands and purchasing items where required.Ensure that Security is on site and performing their duties accurately.Supervision of...
-
Private Estate Manager/Butler
7 days ago
Johannesburg, Gauteng, South Africa Performability Full timeEstate Manager: This is not a real estate manager position. It is a private villaSupervising in-house projects.Overseeing the day-to-day tasks and operations of the home;Managing household bills and administrative duties.Running errands and purchasing items where required.Ensure that Security is on site and performing their duties accurately.Supervision of...
-
Estate and Wealth Manager
3 days ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeOur MissionAt the Standard Bank Group, we strive to create lasting value for our clients, employees, and the communities we serve. As a leading financial services provider, we aim to empower Africans by delivering innovative solutions and exceptional service.Job SummaryWe are seeking an experienced Financial Planner to join our team. The successful candidate...
-
Financial Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa African Ambition Full timeFinancial AdvisorBasic +Commission+ BenefitsLocation: Gauteng RoleOne of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors.Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets Offering strategic advice on products and...
-
IT Advisor
4 days ago
Johannesburg, Gauteng, South Africa Phanda Personnel Full timeJob OverviewThe role of Senior Advisor It Johannesburg is to provide strategic design and quality assurance to reduce the risk of the organisation and its clients. This position works closely with the Director of Technology and the IT department.Main ResponsibilitiesKey AccountabilitiesStrategic FunctionProvide strategic design advice from the outset of any...
-
Professional Financial Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full timeJob title : Professional Financial Advisor (Johannesburg)Job Location : Gauteng, JohannesburgDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries Role DescriptionThis is a full-time hybrid role as a Financial Advisor at IWCP. As a Financial Advisor, your day-to-day tasks will include providing financial planning advice,...
-
Financial Planning Professional
5 days ago
Johannesburg, Gauteng, South Africa Standard Bank Group Full timeFinancial Planning RoleThe Standard Bank Group is seeking a skilled Financial Planning Professional to join our team. As a key member of our financial planning department, you will be responsible for delivering holistic planning solutions to Private & Business Banking clients. Your expertise in estate planning, risk planning, business assurance, and local...
-
Financial Planning Professional
3 days ago
Johannesburg, Gauteng, South Africa Standard Bank of South Africa Limited Full timeCompany Overview:We are a leading financial institution in South Africa, committed to providing exceptional banking services to our clients. As a Financial Planning Professional, you will play a critical role in helping us achieve this goal. Job Description: As a Private Banking Specialist, you will be responsible for providing financial and estate planning...
-
Senior Financial Planning Specialist
4 days ago
Johannesburg, Gauteng, South Africa Oracle Private Wealth Pty Ltd Full timeAt Oracle Private Wealth Pty Ltd, we are committed to delivering exceptional client service through tailored financial solutions. As a key member of our team, the Experienced Paraplanner will play a crucial role in supporting our financial advisor by preparing detailed financial proposals and quarterly reviews, conducting research, and ensuring compliance...
-
Strategic Business Advisor
6 days ago
Johannesburg, Gauteng, South Africa Nedbank Full timeWe are looking for a highly skilled Strategic Business Advisor to provide expert guidance on business analysis best practices. As a key advisor, you will work closely with our stakeholders to understand their needs and develop solutions that meet those needs. Your expertise in strategy planning and execution, data and business analysis, and agile concepts...
-
Wealth Advisor
3 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Council Full timePosition: 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...