Wealth Management Specialist
1 week ago
We are seeking a highly skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for developing new business and maintaining existing relationships with clients.
Key Responsibilities- Develop new business and maintain existing relationships with clients.
- Build and maintain relationships with key account clients.
- Develop and maintain excellent relationships with the markets/product providers.
- Manage and maintain new and existing clients relationships through a client SLA.
- Understand and remain current on changes in clients situations/needs (short- and long-term financial objectives, risk tolerance).
- Inform clients of changes to their portfolio and/or market trends that may affect the clients financial objectives.
- 3-5 Years experience as a Wealth advisor or similar position.
- Knowledge of Workpool and Google Docs.
- Industry related Qualification.
- Registered as Representative of related FSP.
- FAIS legislature requirements, which include, but not limited to: RE1 and RE5.
- Responsible for meeting the CPD requirements.
- Continue to meet all Fit and Proper requirements as per the latest legislation.
- This role requires frequent business travel.
- Own reliable transport and valid license.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
Please note that correspondence will only be conducted with shortlisted candidates. If you have not heard from us within 30 days, please consider your application unsuccessful.
", "Language": "en"}-
Wealth Management Specialist
2 days ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Origin Financial Group. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain relationships...
-
Wealth Management Specialist
1 week ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timeJob Title: Wealth AdvisorWe are seeking a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for providing comprehensive financial solutions to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and maintain relationships with clients to understand...
-
Wealth Management Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timeJob Title: Wealth AdvisorLocation: Remote (KZN and/or Bloemfontein)Salary: Market RelatedBenefits: Employee recognition initiativesVacancy Type: Remote (KZN and/or Bloemfontein)Job Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Perfect Placement Recruitment. As a Wealth Advisor, you will be responsible for...
-
Wealth Management Specialist
2 days ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob Title: Wealth AdvisorThis is a remote position with a leading Independent Financial Advisor (IFA) in the South African market, offering customized solutions and advice tailored to the financial life cycle of each client.Key Responsibilities:Develop new business and maintain existing relationships with clients.Build and retain relationships with key...
-
Wealth Management Advisor
2 days ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionThis is a remote position that requires a skilled and experienced financial professional to join our team at Origin Financial Group. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain...
-
Wealth Management Specialist
2 days ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionThis is a remote position that requires a skilled and experienced Financial Advisor to join our team at Origin Financial Group. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
-
Inventory Management Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa ACDC Dynamics Full timeACDC Dynamics, a leading manufacturer, importer, and distributor of quality products in the electrical, electronics, pumps, and tools industry, is seeking a highly skilled and experienced Inventory Management Specialist to join our team in Bloemfontein.Purpose of the RoleWe are looking for a highly capable stock controller to manage our stock inventory. You...
-
Administrative Support Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full time{"title": "Administrative Support Specialist", "content": "Administrative Support SpecialistWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Mirna Butler Recruitment.Key Responsibilities:Provide administrative support to our team, including filing, data entry, and correspondence.Handle debtors' and...
-
Litigation Support Specialist
1 week ago
Bloemfontein, Orange Free State, South Africa Route Management (Pty) Ltd Full timeRoute Management (Pty) Ltd is seeking a skilled Litigation Typist to provide administrative support to the legal department. The ideal candidate will have excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment. Key responsibilities include: **Case Management** * Locate and maintain accurate case...
-
Manufacturing Operations Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full time{"Job Title": "Manufacturing Operations Specialist", "Job Summary": "We are seeking a highly skilled Manufacturing Operations Specialist to join our team at Rectitude Recruit. The successful candidate will be responsible for operating and monitoring a highly automated plant, ensuring maximum production output and minimal waste. Key responsibilities include...
-
Packaging Operations Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob SummaryWe are seeking a skilled Packaging Operations Specialist to join our team at Rectitude Recruit. The ideal candidate will have a strong background in technical maintenance and experience working with packaging machinery.Key ResponsibilitiesConduct daily routine inspections of automated and manual packaging systemsPerform breakdown repairs on...
-
Financial Operations Specialist
1 week ago
Bloemfontein, Orange Free State, South Africa Route Management (Pty) Ltd Full timeJob Title: Junior Accountant Job Summary: Route Management (Pty) Ltd is seeking a highly skilled Junior Accountant to join our team. The successful candidate will be responsible for managing the full accounting function, including journals, inter-group reallocations, and reconciliation. They will also be responsible for interpreting and analyzing financial...
-
Cash Handling Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Green Marble Recruitment Consultants Full timeJob Title: Cash Handling Specialist At Green Marble Recruitment Consultants, we are seeking a skilled Cash Handling Specialist to join our retail team. As a key member of our checkout team, you will be responsible for providing exceptional customer service while ensuring accurate and efficient cash handling procedures. Responsibilities: * Manage customer...
-
Gallagher Certified Animal Management Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob Summary:We are seeking a skilled Gallagher Certified Animal Management Specialist to join our team at Rectitude Recruit. As a Gallagher technician, you will play a crucial role in ensuring the smooth operation of animal management, weigh scale, and EID products.Key Responsibilities:Validating the certification of Gallagher productsEnsuring the stability...
-
Branch Manager
2 weeks ago
Bloemfontein, Orange Free State, South Africa Sanlam Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Branch Manager to lead our retail branch in Sanlam Limited. As a key member of our team, you will be responsible for driving sales growth, improving customer satisfaction, and ensuring operational excellence.Key ResponsibilitiesStrategic Leadership: Develop and execute strategies to drive sales...
-
Tower Installation Specialist
1 week ago
Bloemfontein, Orange Free State, South Africa Tower Group Full timeTower Installation SpecialistThe Tower Installation Specialist is responsible for ensuring the successful installation and commissioning of telecommunication towers on site. This involves planning, supervising, and undertaking quality audits to ensure compliance with project quality plans and safety standards.Main Responsibilities:Monitor and review Key...
-
ISP Support Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob Title: ISP Support SpecialistWe are seeking a highly skilled and experienced ISP Support Specialist to join our team at Rectitude Recruit. As a key member of our technical support team, you will be responsible for providing exceptional technical support to our customers and internal staff.Key Responsibilities:Provide technical support across the company,...
-
Procurement Specialist
1 week ago
Bloemfontein, Orange Free State, South Africa RECTITUDE RECRUIT Full timeJob SummaryWe are seeking a highly skilled and experienced Procurement Specialist to join our team at Rectitude Recruit. The successful candidate will be responsible for managing the procurement process, ensuring timely and cost-effective delivery of goods and services.Key ResponsibilitiesManage the procurement process from requisition to deliveryDevelop and...
-
Branch Manager
3 weeks ago
Bloemfontein, Orange Free State, South Africa Fidelity Services Group Full timeJob Summary:The Branch Manager - Cash Processing Specialist will be responsible for maintaining the entire daily operation of the cash centre and ensuring all feedback has been given and queries resolved as per contractual agreement between the parties.Key Responsibilities:Processing of Client Funds: The successful candidate will be responsible for...
-
Technical Renewal Specialist
7 days ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob DescriptionWe are seeking a highly skilled Technical Renewal Specialist to join our team at Rectitude Recruit.Key ResponsibilitiesHold a valid RE5 CertificateBe in possession of a Full Qualification NQF 4 or NQF 5Be registered with the FSCAHave at least 10 years of experience in short-term insuranceBe computer literateHave knowledge of the underwriting...