Wealth Administrative Assistant

**Job description**: PSG is recruiting for an exciting and challenging career opportunity for a Regional Administrator to provide regional management, operational management and projects support to the Regional Manager. **Responsibilities**: - Operational support to wealth advisers - Communication to wealth advisers/assistants & offices - Diary management...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator Assistant **to join their team in **Cape Town**. **To qualify for this position, you need**: - Matric - At least 2 years of experience in administration - Great administrative skills - Excellent communication skills and telephone...

We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! Our company focuses on Private Client Consulting and Wealth Management. We are looking to expand the administrative support function by welcoming a new Wealth Manager Administrator to the team! KEY AREAS OF RESPONSIBILITY - Clear...

**Designation**: Senior Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 21 Mar 2024 **Position...

**Designation**: Wealth Investment Administrator | Stellenbosch, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 07 Feb 2024 **Reference Number**: POS09124 **Closing date**: 15...

Aside from the obvious responsibility of providing sound financial advice, the Wealth Manager is, in many ways, the face of the organisation, representing the company to the outside world while simultaneously representing the client within the organisation. It is imperative that the Advisor projects a professional, competent and caring image to the outside...

The Human Resources Department at one of South Africa’s leading FSPs is looking to hire a specialised HR Administrator. If you are a great at woriing SAGE 300, Fiancial Wealth Holding might just have an opportunity for you. **Role Requirements** - Proficient in Sage 300 (non-negotiable) - Experience in HR Adminitration - Knowledge of HR Processes & Labour...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Portfolio Administrator **to join their team in **Cape Town**. **To qualify for this position, you need**: - NQF 4 or working towards completing your NQF 4 - At least 2 years of experience in a similar position - Experience with rentals - Experience with PayProp -...

Wealth Manager AdministratorsLocation: Cape Town Northern SuburbsStart Date: ASAPSenior administrative team lead - Team management experience preferableRemuneration: R18 000 - R 28 000General investment administrator - Strong insurance and investment administration skills required.Remuneration R 15 000 - R30 000Requirements:3 - 5> Years insurance and...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

Key Responsibilities: Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration Platforms Internal and external liaison on administration /...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

Key Responsibilities:Collating, processing, validating, analysing and preparing reports across a wide variety of financial products and instruments, including, but not limited to; Collective Investment Schemes, Life Products, Retirement Products, Shares, Offshore investments, Administration PlatformsInternal and external liaison on administration /...

Are you a seasoned Wealth Manager seeking new horizons and unparalleled growth potential? Look no further! Our prestigious client, a leading Financial Services firm, is seeking dynamic individuals like you to join their esteemed team. Your role as the Wealth Manager is to tell the companys story to as many ideal clients, to ensure increase in AUM as per...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a **Conveyancing Attorney **to join their team in **Cape Town**. **To qualify for this position, you need**: - LLB degree - Admitted Attorney and Conveyancer - Admitted conveyancer with a minimum of 3 - 5 years’ experience practicing as a conveyancer post...

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for SAIPA Trainee Accountants to join their team in Cape Town.  Should you want to do your articles with one of the top companies next year and join our dream team, please apply below. To qualify for this position, you need: Completed BCom, Management Accounting or...

Ascot Wealth Management South Africa is seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisors. The Paraplanner will be working closely with an experienced Wealth Manager and their team, handling the day-to-day paraplanning duties, meeting deadlines and ensuring the smooth running of their meetings by...

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist...

**Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...