Wealth Administrative Support Professional

Supporting Wealth ProfessionalsAs a key member of our client's team, you will be responsible for ensuring seamless day-to-day operations in the wealth management department.Your Key Tasks:Extract relevant data from the Astute system for the benefit of our Private Wealth Managers and Para-Planners.Verify that takeovers are completed by providers and address...

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

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...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

About the Role:We are seeking a highly organized and detail-oriented administrative professional to join our Financial Planning and Wealth Management team. As a key member of our team, you will provide exceptional support to our financial planners and clients.Responsibilities:Provide administrative support to financial planners and clientsSchedule meetings...

Join us at Structured Wealth Solutions as we strive to empower individuals with financial knowledge and planning. Our team values education, communication, transparency, and community, and we are committed to making a positive impact on society.This Sales Manager role involves managing financial advisors and their agents, providing guidance and support to...

At Structured Wealth Solutions, we are seeking a highly motivated and results-driven broker agent to join our team for CAPITAL LEGACY. This is an excellent opportunity for individuals who possess exceptional sales skills and a passion for the financial services industry.Key Responsibilities:The ideal candidate will have a valid driver's license and own...

Job SummaryThis role involves providing exceptional support to Wealth Managers and Advisors in the Investment Financial Services industry.The successful candidate will possess a strong understanding of FICA & FAIS legislation, as well as experience in handling retirement claims, particularly for Public sector funds.Key responsibilities include processing new...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the JobThis is a full-time on-site role located in Bellville.Key...

Wealth AdministratorOur client, a leading wealth manager, requires an experienced Wealth Administrator to support their team.Key Responsibilities:Retrieve information from the Astute system for Para-Planners and Private Wealth Managers.Chase takeover confirmations from providers and ensure timely completion.Send Provider Code Application forms to new Private...

Titan Wealth IntroductionIn 2021, Titan Wealth set out to create a top-to-bottom, fully integrated service to make wealth management more efficient – and more effective – for individuals, advisers, businesses and investment professionals alike. We're tackling the fragmentation holding back the wealth management sector, its clients and their advisers –...

Titan Wealth IntroductionIn 2021, Titan Wealth set out to create a top-to-bottom, fully integrated service to make wealth management more efficient – and more effective – for individuals, advisers, businesses and investment professionals alike. We're tackling the fragmentation holding back the wealth management sector, its clients and their advisers –...

Our client, a Wealth Management organisation, is seeking a Wealth Management Associate to join their expanding team.The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.Key Responsibilities :Prepare and...

iGrow Wealth Investments seeks a highly skilled Financial Manager to lead our financial operations and drive growth. This exciting opportunity involves overseeing the financials of our conveyancing company and rental management division, ensuring accuracy and compliance with financial regulations and reporting standards.Responsibilities:Develop and monitor...

Administrative Associate OpportunityWe are seeking a highly organised and detail-driven Administrative Associate for Wealth Managers to join our team at Private Client Holdings. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

We are looking for a talented Wealth Management Specialist to join our team at The Recruitment Council.Job Summary:Support Wealth Managers in preparing complex proposals and financial needs analyses for clients.Develop and maintain wealth management products strategies.Troubleshoot Financial Needs with Wealth Managers and Associates.About the Position:Work...

FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...

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...