Wealth Planning Advisor

Exciting Career Opportunity in Financial ServicesAre you driven, ambitious, and passionate about making a difference in people's lives? This is your chance to build a rewarding career in the financial industry with SanlamAs a Financial Advisor, you'll have the opportunity to:Work with a leading financial services provider.Build long-term wealth for yourself...

Become a Trusted Financial AdvisorAs a Financial Consultant at IWCP, you'll have the opportunity to build a rewarding business while guiding clients toward financial freedom. Our comprehensive training program ensures you're fully prepared to succeed in this dynamic industry.Your Key Responsibilities Include:Cultivating and maintaining strong relationships...

Job DescriptionServing retail and commercial customers, FNB is a leading financial services provider offering innovative solutions to navigate everyday life. As a Wealth Manager, you will provide expert advice to high-income clients, focusing on investments.Key Responsibilities:Inform and educate clients on products and services to ensure retention and...

About the Role:As a member of our esteemed advisory board, you will provide guidance on wealth management, financial planning, and cash flow management, ensuring adherence to regulatory requirements and optimizing financial reporting processes.You will offer counsel on cost efficiency and investment opportunities, driving business growth and success.

We are seeking a Results-Driven Wealth Management Advisor to join our team at Old Mutual South Africa.About the RoleThis exciting opportunity involves working closely with our valued customers to provide expert financial advice and guidance to help them achieve their lifetime goals.Key ResponsibilitiesChampion customer needs through proactive identification...

Are you driven by success and eager to help others achieve financial freedom? Do you want to build a thriving business and secure long-term financial success?As a High-Net-Worth Client Advisor at IWCP Johannesburg Ltd, you'll have the opportunity to shape the future of wealth management and make a real impact on people's lives.Key responsibilities will...

The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal Education:BComPost Graduation Diploma in Financial Planning would be...

The Wealth Manager is responsible for:Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;Support to Wealth Planners in terms of generating new business and preparing proposals for new and existing clients.Your:Formal Education:BComPost Graduation Diploma in Financial Planning would be...

Our client, a prestigious and innovative company, is seeking a talented Wealth Manager to join their elite team. This is a unique opportunity to advance your career with a forward-thinking financial institution, renowned for its exceptional service and commitment to excellence.As a Wealth Manager, you will be in a team where experts come together using a...

At IWCP Johannesburg Ltd, we're committed to shaping the future of wealth management by cultivating the next generation of leaders.We offer a comprehensive training and development program for those who are eager to help others take control of their financial future. As a Senior Wealth Strategist, you'll have the opportunity to build lasting relationships...

Appropriate Tertiary qualifications would be advantageous.Experience:Appropriate Administrative experience in the financial services industry is essential.Excellent knowledge of English (read, write) and Excellent knowledge of Afrikaans (read, write, speak) will enable you to fulfill the following duties:Servicing of clients.Assimilate investment/fund...

A Rewarding Career in Wealth ManagementDo you have a passion for helping others achieve financial freedom? Are you looking for a career that offers unlimited earning potential and opportunities for growth?At IWCP Johannesburg Ltd, we're dedicated to cultivating the next generation of leaders in wealth management. Our comprehensive training and development...

Your:Formal EducationMatricAppropriate Tertiary qualifications would be advantageousExperienceAppropriate Administrative experience in the financial services industry is essentialCritical CompetenciesExcellent knowledge of English (read, write)Excellent knowledge of Afrikaans (read, write, speak)will enable you to fullfill the following duties:Servicing of...

Qualifications:Appropriate Tertiary qualifications would be advantageousExperience in the financial services industry is essentialLanguage Skills:Excellent knowledge of English (read, write)Excellent knowledge of Afrikaans (read, write, speak)Responsibilities:Servicing of clientsAssimilate investment/fund values, investment performance statistics, and Astute...

At The Recruitment Council, we are seeking a skilled Wealth Advisory Specialist to join our team of experts. As a Wealth Advisory Specialist, you will have the opportunity to work with high-net-worth individuals, providing them with bespoke investment solutions tailored to their unique needs.Our clients are looking for someone who can provide expert advice...

**Empower Your Clients' Financial Futures**Cultivate lasting relationships with clients by providing expert financial guidance on investments, wealth management, and retirement planning tailored to each client's goals.As a Financial Consultant at IWCP Johannesburg Ltd, you will have the opportunity to build a rewarding business while helping clients achieve...

Wealth Management ConsultantThe Veblen Director Programme is a respected organization that seeks a highly skilled finance expert to join its advisory board. As a member of this esteemed group, you will contribute your expertise to drive strategic decision-making and ensure the company's continued success.This role offers an excellent opportunity for...

About the RoleWe are looking for a highly skilled Wealth Creation Specialist to join our team at Abantu Staffing Solutions. As a Wealth Creation Specialist, you will be responsible for helping our clients achieve their long-term financial goals.Main ResponsibilitiesFinancial Planning: Analyse clients' financial statuses to determine their expenses, income,...

Company OverviewAt HR Genie, we strive to provide exceptional services to our clients in the financial services industry. As an Executive Assistant for Wealth Management, you will play a vital role in supporting our team and helping us achieve our goals.Job DescriptionWe are seeking a highly skilled and experienced individual to fill the role of Executive...

The Wealth Manager is a vital member of a collaborative team that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each client's financial circumstances, aspirations, and family needs, aiming to provide comprehensive long-term financial protection. The team is composed of diverse talents committed to helping...