Administrative Support for Wealth Professionals

Welcome to Structured Wealth Solutions, a leading provider of comprehensive wealth management solutions. We are excited to announce that we are recruiting a highly skilled Broker Agent to join our dynamic team for CAPITAL LEGACY.About Us:We pride ourselves on our commitment to excellence and dedication to delivering unparalleled financial services to our...

Job title : Private Wealth ManagerJob Location : Western Cape, Cape TownDeadline : March 12, 2025Quick Recommended LinksJobs by Location Job by industries As a Private Wealth Manager, you will conduct detailed financial analyses for both onshore and offshore portfolios, focusing on areas such as retirement, insurance, education, and estate planning. You'll...

Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

Succeed as a Financial Advisor with Lonfin WealthWe are seeking experienced professionals to join our team in the Western Cape Region.Key Qualifications:At least 2 years of experience in the financial services sectorRE5 and Class of Business certificationsOngoing commitment to professional developmentResidency in the Western CapeDemonstrated success in a...

We are seeking a highly motivated Wealth Management Professional to join our team and help us deliver exceptional financial services to our clients.In this role, you will be responsible for building relationships with our clients, understanding their financial needs, and providing personalized solutions that meet their goals.You will also be required to...

Company OverviewReal Time Wealth is an independent financial services firm committed to delivering exceptional support to our clients. We are seeking a highly motivated and experienced individual to join our team as a Financial Advisor/Assistant, specifically supporting our clients in investments.Salary and BenefitsThe successful candidate will have the...

Structured Wealth Solutions is seeking a skilled Financial Services Professional to join their team for Capital Legacy. The ideal candidate will possess a strong background in financial services and have experience in marketing and selling financial products.Requirements:Must hold a valid driver's license and own a vehicleMatric certificate or equivalent...

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...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

About the Role:Africa Health Care is looking for an Administrative Support Professional to fill the role of Payroll Administrator. The successful candidate will be responsible for coordinating and processing payroll-related information, ensuring error-free HR processes.Key Accountabilities:Manage payroll administration, including leave, new engagements,...

Wealth Management AssociateAbout the Role:We are seeking a detail-oriented and organized Wealth Management Associate to support our Financial Planning Partners in delivering exceptional client service. The successful candidate will have excellent communication skills, attention to detail, and experience in wealth management.Responsibilities:Client...

Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

Job Description:The Administrative Support Professional will provide exceptional administrative and secretarial assistance to our legal team. This role involves supporting attorneys with document preparation, proofreading, and formatting.This position requires a keen eye for detail, excellent organisational skills, and the ability to work independently. The...

Empower Your Clients to Achieve Long-Term WealthAs a Tumaini Financial Planner, you'll play a vital role in helping high-net-worth individuals create, protect, and grow their wealth. Our comprehensive support ecosystem and cutting-edge tools will empower you to deliver exceptional results and build lasting relationships with your clients.Why Join...

Are you looking for a challenging and rewarding career in financial planning? Do you have what it takes to succeed in a dynamic and fast-paced environment? As a Wealth Manager at Absa Bank, you will have the opportunity to transform the careers of ambitious financial planners by providing them with unparalleled opportunities in property investment.We are a...

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...

Exciting Opportunities at Lonfin WealthWe are always looking to grow and expand in the financial services industry.Job Requirements:Minimum 2 years of experience in financial services, not under supervisionCompleted RE5 & Class of Business requirementsUp-to-date on Continuing Professional Development (CPD) pointsLiving in the Western Cape RegionA proven...

Job title : Wealth Management Advisor - Manila, Saigon & JakartaJob Location : Western Cape, Cape TownDeadline : March 27, 2025Quick Recommended LinksJobs by Location Job by industries About the jobAre you looking for your new role abroad? Enjoy career growth, vibrant cultures, and unmatched opportunities in our dynamic financial hubs. This position is for...

Join us at Structured Wealth Solutions as a Sales Manager, where you will be responsible for driving sales growth and developing a team of financial advisors and their agents.This is a full-time position that requires a strong background in sales and leadership skills. The successful candidate will have a minimum of 2 years of sales experience and hold a...