Investment Advisor Role

Pronel Personnel is seeking an experienced Investment Support Professional to join our Wealth Advisor team. In this role, you will be responsible for providing administrative services to support new business initiatives, client servicing, and portfolio requests.Responsibilities:Support Wealth Advisors in managing their workload and follow-ups.Collaborate...

About the OpportunityThe Investment Portfolio Lead is responsible for managing and optimizing investment portfolios to maximize returns.This involves analyzing financial data, identifying trends and opportunities, and making informed investment decisions.The role also requires working closely with senior leaders to develop and implement investment...

Isilumko Staffing (Jhb) invites applications for an Investment Manager position that requires strategic thinking and risk governance expertise.About the JobThe selected candidate will be responsible for managing investment portfolios, ensuring compliance with regulatory requirements, and overseeing financial operations.ResponsibilitiesPortfolio Management:...

Pronel Personnel is seeking a skilled Financial Planning Specialist to provide administrative support to our Wealth Advisor team. This role would involve providing high-level assistance in the private client market, with a focus on investment houses and platforms.Key Responsibilities:Provide administrative services to support new business initiatives, client...

PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.Duties would include:Provide administrative services to the Unit in support of new business, client servicing, portfolio requests...

We are looking for a highly organized Private Client Coordinator to join our Wealth Advisor team at Pronel Personnel. In this role, you will be responsible for providing administrative services to support new business initiatives, client servicing, and portfolio requests.About the Role:Coordinate administrative tasks to support Wealth Advisors in managing...

We are looking for a detail-oriented Wealth Administration Assistant to support our Wealth Advisors in the private client market. In this role, you will be responsible for providing administrative services to support new business initiatives, client servicing, and portfolio requests.About the Role:Administrative support for Wealth Advisors to manage their...

Join Old Mutual Group as an Aspiring Financial AdvisorWe are a leading insurance company seeking a talented individual to join our team as an Aspiring Financial Advisor.The successful candidate will be responsible for identifying customers' financial needs, providing sound advice, and recommending suitable plans and solutions.About the RoleThe role involves...

About the RoleThe Senior Financial Advisor will provide strategic financial guidance to our clients, developing and implementing financial policies and procedures to drive business growth and profitability. This role requires a strong understanding of financial management principles and practices.Manage financial planning, budgeting, and forecasting...

Job Overview:The Legal Advisor position at Fempower Personnel involves providing expert legal advice and support to our clients. As a Legal Advisor, you will be responsible for ensuring legal compliance, managing external resources, and drafting and reviewing client agreements and contracts. Your role will also involve reviewing conditions precedent to...

As a Financial Advisor, you will play a pivotal role in shaping the financial futures of our clients. We are seeking an experienced professional to join our team and provide expert advice on investment strategies and wealth management.Your Key Duties Will Include:Providing personalized support to clients to help them achieve their long-term financial...

About the RoleThis is an exciting opportunity for a motivated individual to join our team as a Financial Advisor.In this role, you will be responsible for delivering exceptional customer service, providing expert financial advice, and developing personalized solutions to meet the needs of our clients.ResponsibilitiesProvide accurate and timely information to...

The role of a Financial Advisor at Old Mutual involves providing personalized financial solutions to help clients achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial plans tailored to individual client needsCollaborate with investment professionals to build strong relationships with clients and enhance...

The ideal candidate will deliver personalized Financial solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

We are looking for a highly skilled Customized Travel Advisor to join our team at Pentravel. As a seasoned professional, you will be responsible for designing and selling customized travel itineraries that meet individual travel preferences, budgets, and needs. With a passion for travel and excellent communication skills, you will provide expert advice on...

Aspiring Financial Advisor (Pietermaritzburg)Apply locations Pietermaritzburg posted on Posted 2 Days Ago job requisition id JR-61679Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who...

Aspiring Financial Advisor (Westville, Durban North, Pietermaritzburg)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's...

Aspiring Financial Advisor (Pietermaritzburg)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance...

Job DescriptionAs a Financial Advisor at Old Mutual, you will play a critical role in helping our customers achieve their long-term financial goals.Your primary responsibility will be to provide expert advice on various financial products and services, including life insurance, investments, and retirement planning.Skills and QualificationsAction Oriented:...

We are Hiring!Are you looking for a challenging and rewarding career as a Financial Adviser?**Company Overview:**">Lonfin Wealth is an accredited Sanlam Franchise with a strong reputation for providing expert financial advice.**Job Description:**">As a Financial Adviser at Lonfin Wealth, you will be responsible for:• Providing financial advice to...