Wealth Adviser Assistant
1 week ago
**Job description**:
This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.
**Responsibilities**:
- Financial advice and planning
- Handle and solve Client enquiries
- Contact clients for information and setting up meetings
- Business maintenance and development
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
- Prepare statement of advice documentation as required
- Prepare review planning for appointment
**Minimum requirements**:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- Regulatory Exam for Representatives passed (RE5) - Advantageous
- 0 - 2 year’s relevant work experience within the financial industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English.
- Computer literacy (MS Office)
**Competencies**:
- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently and a
- Resilience
**How to apply**:
**Education**:
- Bachelors (required)
License/Certification:
- RE 5 Certificate (preferred)
-
Technical Specialist: Product
1 week ago
Tygervalley, South Africa PSG Konsult Full timeThis role requires a wealth product specialist in the Financial Services environment with in-depth experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team. The role is overall responsible to support a large national network of advisers with complex advice related matters in PSG Wealth. This...
-
Tygervalley, South Africa PSG Konsult Ltd. Full time**Designation**: - Technical Specialist: Product | Tyger Valley, Cape Town, Western Cape | Permanent **Category**: - Technical Support **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 28 Oct 2025 **Reference...
-
Operations and Assistant Wealth Manager
5 days ago
Tygervalley, Western Cape, South Africa Sanlam Full time R400 000 - R800 000 per yearWho are we?Sanlam Private Wealth crafts customised investment portfolios for high-net-worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than £10.4 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...
-
Senior Risk Manager
7 days ago
Tygervalley, South Africa Sanlam Full time**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Assistant Restaurant Manager
4 days ago
Tygervalley, South Africa Headhunters Full timeASSISTANT RESTAURANT MANAGER We are looking for an Assistant Restaurant Manager to assist the Restaurant Manager on a day-to-day basis with all the responsibilities in a busy restaurant in Tygervalley, Cape town. The main purpose of the role is to assist the Restaurant Manager with the smooth running of the Restaurant. It further entails ensuring that the...
-
Credit & Securities Analyst
2 weeks ago
Tygervalley, South Africa Sanlam Full timeWho are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...
-
Sales Assistant
2 days ago
Tygervalley, South Africa Top Vending Full time**Job description** Are you passionate about sales? Do you thrive on customer interaction? At Top Coffee we place people, coffee, and sustainable living at the heart of what we do, inspiring an engaging and meaningful place to work. We are seeking a passionate and dynamic Sales Assistant for our world class team who can authentically share our premium...
-
Sales Assistant
2 days ago
Tygervalley, South Africa Top Vending Full time**Job description** Are you passionate about sales? Do you thrive on customer interaction? At Top Coffee we place people, coffee, and sustainable living at the heart of what we do, inspiring an engaging and meaningful place to work. We are seeking a passionate and dynamic Sales Assistant for our world class team who can authentically share our premium...
-
Senior Risk Analyst
1 week ago
Tygervalley, South Africa PSG Konsult Full time**Job description**: Will be responsible for overseeing all risk management activities for Distribution Wealth, performing accurate and independent analysis in relation to risk items (including operational incidents), and then present findings to the relevant risk manager and business management. Will also be required to evaluate and then enhance / automate...
-
Sales Assistant
6 days ago
Tygervalley, South Africa Top Vending Full time**Job description** Are you passionate about sales? Do you thrive on customer interaction? At Top Coffee we place people, coffee, and sustainable living at the heart of what we do, inspiring an engaging and meaningful place to work. We are seeking a passionate and dynamic Sales Assistant for our world class team who can authentically share our premium...