Wealth Operations Assistant

Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. 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. The WMA should strive to be a strategic partner to the wealth...

Job Title: Senior Wealth AssistantLocation: Bellville CTHire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and...

Wealth Management Assistant - Claremont, Cape TownOur client, a Wealth Management company, is looking for a Wealth Management Assistant who provides administrative support to a Wealth Manager in all aspects of their portfolio.Salary: Market relatedOffice basedMinimum Requirements:Experience in and solid knowledge and understanding of FICA, FAIS, and...

Wealth Management Assistant - Claremont, Cape TownOur client, a Wealth Management company, is looking for a Wealth Management Assistant to provide administrative support to a Wealth Manager in all aspects of their portfolio.Salary: Market related – Office basedMinimum Requirements:Experience in and solid knowledge and understanding of FICA, FAIS, and...

About the RoleWe are looking for a highly skilled Financial Manager to join our team at iGrow Wealth Investments. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring accuracy, and providing valuable insights to support business decisions.Key AccountabilitiesFinancial Analysis and...

Wealth Administrator PositionCA Financial Appointments is looking for an experienced Wealth Administrator to support our wealth management team. In this role, you will provide high-quality administrative support to ensure the smooth operation of our wealth management services.Responsibilities:Obtaining and verifying information for Para-Planners and Private...

NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities (Investment and risk service...

NQF 5 & 6 would be advantageous (In Wealth Management)Experience :5+ years' experience in the investment financial services industry is essential3+ years experience in the broker support environment is essentialProficient in English and Afrikaans (read, write, speak)Competent on service providers' website functionalities' (Investment and risk service...

Workforce Staffing - Gauteng is seeking a skilled Wealth Management Assistant to provide administrative support to our clients in the financial services industry. The ideal candidate will have excellent communication skills, a strong attention to detail, and experience in a similar role.About the RoleKey Responsibilities:To provide clients and Wealth...

Company OverviewiGrow Wealth Investments is a leading organization that prides itself on its commitment to excellence in wealth management. We are seeking an experienced Retail Operations Manager to join our team, bringing their expertise in strategic business development and customer-centric approach.

Wealth Management Assistant - Claremont, Cape TownThis position involves supporting a Wealth Manager in all aspects of their portfolio, including administrative tasks and client interaction.About Findojobs South Africa:Findojobs South Africa is a leading job search platform that connects top talent with top companies. Our team of experts works closely with...

Sanlam Private Wealth is committed to cultivating innovation, customer focus, and resilience in our employees. As a key player in the Sanlam Group, we offer diverse financial services to create value for our stakeholders.We have a global presence, employing approximately 154,675 people in 42 countries. Our ultimate holding company, Sanlam Limited, is listed...

Hire Resolve is a leading provider of wealth management solutions, seeking an experienced Senior Wealth Assistant to join our client's team. This challenging role involves supporting the Wealth Manager in all aspects of client relationship management, including new client onboarding, account maintenance, and ongoing communication.The ideal candidate will...

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, 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...

A fantastic chance has arisen to work with Atomos Investments Limited, a leading UK-based wealth and financial planning firm looking to expand its operations in South Africa.You will have the opportunity to be part of a dynamic team, supporting our Financial Planners in tasks such as producing full illustrations, cash flow modelling, and writing suitability...

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...

Purpose:My client is looking for an administrative assistant to work as part of the Financial planning and Wealth management team, assisting clients and financial planners with client administration and investment processing.Competencies Required:Grade 12 essential.Industry experience is essential. Candidates with no industry experience will not be...

Join us at Atomos as a Wealth Management Assistant and play a key role in supporting our UK-based firm's expansion into South Africa. As a member of our paraplanning team, you will gain valuable experience and contribute to the growth of our wealth management business.About the RoleThis is an exciting opportunity to work with a growing wealth and 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...