Administrator - Investments and Financial Planning

Investment team seeks an Investment Administrator.This is a lovely opportunity to join a team with an excellent track record and with exposure and products in both the South African and International markets. This is a warm, dynamic and professional team, who value their team members! **Responsibilities**: - Ensure all forms and supporting documents have...

We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas. At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial...

We are looking for new and established financial advisors to join our business in KZN including Pietermaritzburg, Durban, South Coast, North coast and other surrounding areas.At Momentum the role of the financial adviser goes beyond offering advice. Its about forming a meaningful partnership with clients to guide them towards achieving their financial goals....

Financial Planning AdministratorJob PurposeTo provide administrative and compliance support to the financial advisor and ensure smooth operation of client servicing, documentation, and regulatory requirements in line with FSCA and FAIS standards.Key Responsibilities• Client Administration: Maintain accurate client records and update CRM systems; Prepare...

A leading financial services firm in KwaZulu-Natal is seeking new and established financial advisers to join their team. The role involves forming partnerships with clients, determining their financial objectives, and preparing comprehensive financial plans. Ideal candidates will have a Grade 12 qualification, South African ID, a valid driver's license, and...

A leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position...

Exciting Opportunity for Sales Professionals New to Financial Services! Are you a motivated sales professional with strong communication skills and a passion for building relationships? Are you ready to launch your career in the financial services industry with a trusted, supportive team? We're looking for dynamic individuals with sales and cold calling...

Location: Pinetown, Kloof, Hillcrest area, KwaZulu-NatalAbout the RoleJoin Fairbairn Consult Financial Planning as a salaried financial planner, taking over an established client book focused on wealth management, employee benefits, risk, and some medical aid and short-term insurance. Deliver holistic financial advice aligned with clients' lifestyle goals,...

To accurately and timeously review and process client instructions in line with business rules and legislation, ensuring clients and Financial Advisors experience a professional service which includes ongoing maintenance of the unitholder database, overseeing accuracy of manual processes and internal and external reporting to stakeholders. KEY...

Overview To accurately and timeously review and process client instructions in line with business rules and legislation, ensuring clients and Financial Advisors experience a professional service which includes ongoing maintenance of the unitholder database, overseeing accuracy of manual processes and internal and external reporting to stakeholders....