Current jobs related to Expert Wealth Management Advisor - Somerset West, Western Cape - Arvo Pty Ltd

  • Wealth Advisory Expert

    4 days ago

    Somerset West, Western Cape, South Africa Warwick Wealth Advisory Partner Somerset West Full time

    Warwick Wealth Advisory Partner Somerset West is a respected investment advisory firm in Somerset West, Western Cape, South Africa.Company OverviewWe are a boutique investment advisory firm that provides personalized investment services to high net worth individuals and families.Our mission is to help our clients achieve their long-term financial goals...

  • Advisor

    3 weeks ago

    Somerset West, Western Cape, South Africa Arvo Pty Ltd Full time

    Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office. Key Responsibilities: - Provide expert financial advice and planning to...

  • Financial Advisor Assistant

    3 weeks ago

    Somerset West, Western Cape, South Africa Arvo Pty Ltd Full time

    Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients are looking for a motivated and detail-oriented individual to join our team as a Financial Advisor Assistant , in Stellenbosch. Key Responsibilities: - Assist in preparing financial plans, reports, and...

  • Portfolio Management Specialist

    4 days ago

    Somerset West, Western Cape, South Africa Warwick Wealth Advisory Partner Somerset West Full time

    Warwick Wealth Advisory Partner Somerset West is a trusted name in investment advisory services in Somerset West, Western Cape, South Africa.Who We AreWe are a team of experienced investment professionals dedicated to providing personalized investment advice and portfolio management to our clients.Our goal is to help our clients achieve their financial...

  • Wealth Management Consultant

    2 days ago

    Somerset West, Western Cape, South Africa Absa Group Full time

    Unlock Opportunities in Private Wealth BankingThis role presents a chance to thrive in private wealth banking, leveraging your skills to deliver exceptional client experiences. Key responsibilities include:Originating new business opportunities to expand the client base.Maintaining and enhancing existing client relationships, ensuring high levels of...

  • Property Portfolio Manager

    4 weeks ago

    Somerset West, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for Property Portfolio Managers to join their team in Cape Town.To qualify for this position, you need:MatricMinimum 2 years of experience in a similar positionExperience with rentals environmentExperience with PayProp SystemGreat administrative skillsDetail orientedExcellent...

  • Investment Manager

    4 days ago

    Somerset West, Western Cape, South Africa Warwick Wealth Advisory Partner Somerset West Full time

    At Warwick Wealth Advisory Partner Somerset West, we are seeking a talented Investment Professional to join our team.About UsWe are a leading investment advisory firm in Somerset West, dedicated to providing exceptional financial services to our clients.Our experienced team of professionals is committed to delivering tailored investment solutions that meet...

  • Investment Support Advisor

    19 hours ago

    Somerset West, Western Cape, South Africa Atomos Investments Limited Full time

    **Requirements**We require a minimum of 2 years' experience working within a Paraplanning role, preferably within a financial or wealth management firm.Experience working with IT systems that support this service is essential; full training will be provided for the right candidate.Good technical knowledge and understanding of FCA rules are must-haves;You...

  • Finance Administrator

    4 weeks ago

    Somerset West, Western Cape, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa's #1 Property Investment Company, is looking for a Financial Administrator to join their team in Durbanville, Cape Town.We are seeking a diligent and organized Finance Administrator to manage and oversee the financial operations related to our property rental portfolio. The Finance Administrator will be responsible for...

  • Financial Broker Associate

    4 days ago

    Somerset West, Western Cape, South Africa Warwick Wealth Advisory Partner Somerset West Full time

    We are seeking a skilled Investment Professional to join our team at Warwick Wealth Advisory Partner Somerset West.About This RoleThis is an exciting opportunity to join a respected investment advisory firm in Somerset West and contribute to the success of our clients.As an Investment Professional, you will be responsible for analyzing market trends,...

  • Nursing Expert

    1 week ago

    Somerset West, Western Cape, South Africa Mediclinic International Full time

    Nursing Expert Job DescriptionAbout the RoleThis is an exciting opportunity for a skilled Nursing Expert to join our team at Mediclinic International. The successful candidate will be responsible for providing expert nursing care, mentoring junior staff members, and contributing to the development of our nursing practices.Key ResponsibilitiesTo provide...

  • Professional Accountant

    2 weeks ago

    Somerset West, Western Cape, South Africa Helderberg Personnel CC Full time

    Key Responsibilities: Utilize your extensive accounting practice experience to draft financial statements in compliance with regulatory standards Conduct thorough analyses of financial data to ensure accuracy and integrity Collaborate with cross-functional teams to provide strategic insights and recommendations for financial management Serve as a trusted...

  • Financial Services Professional

    2 days ago

    Somerset West, Western Cape, South Africa Absa Group Full time

    Wealth Management ExpertiseIn this role, you will leverage your expertise in wealth management to deliver tailored solutions to clients, driving growth and loyalty. Key responsibilities include:Originate new business opportunities, expanding the client base.Maintain and enhance existing client relationships, ensuring exceptional service and high client...

  • Payroll Administrator

    4 weeks ago

    Somerset West, Western Cape, South Africa M3 Human Capital Management Full time

    Our client, a Services and Administration company based in Somerset West, is looking for a Payroll Administrator to join their team. The ideal candidate is a deadline-driven and professional individual with an extremely accurate approach to work, paired with the ability to perform well under pressure. The successful candidate will report to the Senior...

  • Wealth Management Associate

    19 hours ago

    Somerset West, Western Cape, South Africa Atomos Investments Limited Full time

    **Key Responsibilities**Conduct research to make informed financial recommendationsProduce suitability reports to document advice providedUndertake cash flow modeling in line with client casesProvide excellent client service to clients and Financial Planners

  • Business Development Specialist

    2 days ago

    Somerset West, Western Cape, South Africa Absa Group Full time

    Skip Level Your Career as a Private Wealth BankerThis role offers an exciting opportunity to advance your career in private wealth banking, working closely with clients to achieve their financial goals. Key responsibilities include:Identifying and acquiring new business opportunities to drive revenue growth.Developing and maintaining strong relationships...

  • Medical Expert

    5 days ago

    Somerset West, Western Cape, South Africa Stethoscope SA Full time

    We are looking for a skilled Medical Expert to join our team at Stethoscope SA. In this role, you will play a vital part in ensuring that our patients receive the highest standard of care.The successful candidate will have a solid understanding of modern nursing care principles and practices, particularly in the specialized field of surgery. They will be...

  • Electronics Manufacturing Expert

    7 days ago

    Somerset West, Western Cape, South Africa E&D Recruiters Full time

    Established in Somerset-West, E&D Recruiters is a leading recruitment agency.We are seeking an Electronics Manufacturing Expert to join our team.Key responsibilities include:Assembly and testing of electronic systems and componentsDesign and development of new products and technologiesManagement of stores and stockImplementation and functionality of...

  • Financial Planning Specialist

    19 hours ago

    Somerset West, Western Cape, South Africa Atomos Investments Limited Full time

    **Company Overview**Atomos Investments Limited is a UK-based company that specializes in wealth and financial planning. We are expanding our team to support our growing client base, and we are looking for an experienced Paraplanner to join our South African office.We value agility and innovation in our approach to management, and we believe that this mindset...

  • Dulux Paints Sales Expert

    2 weeks ago

    Somerset West, Western Cape, South Africa JF PAINTS DULUX Full time

    Key ResponsibilitiesProvide expert advice on paint selection and applicationProcess payments and manage cash handling responsibilitiesAssist with stock management and inventory controlMaintain a high level of product knowledge and stay up-to-date with industry trendsMinimum Requirements:Matriculation certificateFluent in English and Afrikaans1-3 years...

Expert Wealth Management Advisor

3 weeks ago

Somerset West, Western Cape, South Africa Arvo Pty Ltd Full time

As a Financial Advisor at Arvo Pty Ltd, you will play a vital role in providing expert financial guidance to clients. With a strong focus on building long-term relationships, you will conduct thorough financial needs analyses and develop customized financial plans to meet each client's unique goals and objectives.

Required Skills and Qualifications:
  • At least 2 years of experience in financial services
  • Relevant qualification (BCom, CFP, or equivalent)
  • RE5 qualification
  • Strong knowledge of investment products, tax planning, and estate planning
  • Excellent communication and client relationship skills

A competitive salary and commission structure will be offered to the successful candidate, depending on their level of experience. If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application online.