Wealth Investment Administrator

Somerset West, Western Cape, South AfricaInvestment ProfessionalWarwick Wealth Advisory Partner Somerset West, Somerset West, Western Cape, South AfricaCompany DescriptionWe are Warwick Wealth Somerset West - Investment Specialists.We are looking for investment brokers with an established book of clients who are tired of being short-changed for servicing...

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...

About the RoleIGrow Wealth Investments is looking for a skilled Finance Administrator to join their team in Cape Town.Key Requirements:Bachelor's degree in Accounting, Finance, Business Administration, or related field.Minimum 2-3 years of experience in financial administration, accounting, or property management.Strong attention to detail and accuracy,...

IGrow Wealth Investments requires a highly skilled Financial Administrator to manage its rental portfolio finances. The ideal candidate will have a Bachelor's degree in Accounting or related field, with a minimum of 2-3 years of experience in financial administration or accounting.Candidates must possess strong attention to detail, ability to handle multiple...

We are looking for a detail-oriented Financial Administrator to join our team at IGrow Wealth Investments. The ideal candidate will have a Bachelor's degree in Accounting or related field, with a minimum of 2-3 years of experience in financial administration or accounting.Candidates should demonstrate strong attention to detail, ability to handle multiple...

Role SummaryIGrow Wealth Investments is seeking a highly organized and detail-oriented Finance Administrator to manage and oversee the financial operations related to our property rental portfolio.Key Tasks:Process financial transactions, maintain accurate financial records, prepare reports, and support the overall financial management of the property rental...

About Our OpportunityWe are seeking a highly skilled Private Wealth Banker to join our team in Somerset West. As a key member of our wealth management division, you will be responsible for building and maintaining professional business relationships across a portfolio of Private Wealth clients.Key Responsibilities:New Business Origination: Identify and...

Role SummaryAs a Financial Advisor Assistant at Arvo Pty Ltd, you will play a vital role in supporting our financial services team. Your primary responsibilities will include providing administrative support in preparing financial plans, reports, and documentation.Key Tasks:Prepare and manage financial plans, reports, and documentation with precision and...

Private Wealth Banker - Pipeline Somerset West Apply locations: Somerset West Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: R-15962334 Empowering Africa's tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our...

Welcome to Atomos Investments LimitedWe're a dynamic UK-based wealth and financial planning firm expanding our presence in South Africa. As a Paraplanning professional, you'll play a vital role in supporting our Financial Planners and delivering exceptional client service.Your Key TasksAssist in researching and providing financial recommendations.Develop and...

Responsibilities and DutiesThis Property Portfolio Manager role entails overseeing a large portfolio of properties, including managing maintenance schedules, tracking tenant payments, and communicating with stakeholders.Some key responsibilities include:Managing daily operations.Tracking and responding to maintenance requests.Collections and follow-up with...

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...

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...

We are seeking a skilled Financial Administrator to manage and oversee the financial operations related to our property rental portfolio. This involves processing financial transactions, maintaining accurate records, and preparing reports to support the overall financial management of the business.Candidates should possess a Bachelor's degree in Accounting...

About the JobArvo Pty Ltd is seeking a skilled and organized individual to fill the position of Financial Advisor Assistant. This role involves working closely with our financial services team to provide exceptional administrative support.Responsibilities:Assist in preparing and managing financial plans, reports, and documentation.Provide timely and...

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...

Reference: SW004601-AM-1My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.Duties & ResponsibilitiesMain duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...

About UsWe are a fast-paced, wealth and financial planning firm evolving our offerings and services to high net worth clients. We have a well-established team but expanding support by hiring great people in South Africa.Job OverviewThis is an exciting opportunity to support our mission as a Paraplanning professional. You will gain exposure assisting...

About the RoleThe successful candidate will join a team dedicated to providing exceptional client service to our clients. As a Trust and Client Services Officer, you will be responsible for managing client queries, attending to administrative tasks associated with pension schemes and trusts, and ensuring compliance with regulatory...

Reference: SW004601-AM-1My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.Duties & ResponsibilitiesMain duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...