wealth assistant

A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients financial reviews and investment instructions. Duties: Implementation of clients instructions i.r.o....

Our client operates within the wealth management and financial services sector and is seeking a Wealth Assistant to provide administrative and operational support to Wealth Planners and Advisors. This role plays a critical part in ensuring the smooth implementation of client investment instructions, preparation of client reviews, and ongoing servicing of a...

A well known and reputable financial institution is seeking to hire a Wealth Assistant in Bellville to provide the required and relevant professional assistance to the Wealth Planner or Advisor in the administration and implementation of clients financial reviews and investment instructions. Duties: Implementation of clients instructions i.r.o. investments,...

Private Wealth Manager assistant - Cape Town Duties & Responsibilities Prospect and engage potential clients through outbound calls. Qualify leads and schedule appointments for Wealth Consultants. Maintain accurate client records and complete all required administrative documentation. Support consultants with diary management and client...

Requirements: Matric / Grade 12. Minimum 2 years’ Experience in investment administration will be an advantage. Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Time...

Key Responsibilities New Business & Transaction Support Support the end-to-end new business process through Carrick's internal systems. Proactively follow up on outstanding applications, transactions, and requirements to ensure timely completion. Liaise with internal teams and external providers to keep business progressing efficiently. Work closely with...

Private Wealth Manager assistant - Cape Town Duties & Responsibilities Prospect and engage potential clients through outbound calls. Qualify leads and schedule appointments for Wealth Consultants. Maintain accurate client records and complete all required administrative documentation. Support consultants with diary management and client...

Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day financial planning administration efficiently. Requirements: Essential previous experience as a...

Company and Job Description:This role offers an opportunity to work closely with Wealth Advisors and Planners, providing critical administrative and operational support to ensure the seamless delivery of wealth management services to clients.Key Responsibilities:Assist with the implementation of client investment and insurance instructions.Prepare and submit...

Salary: Market-related Key Responsibilities: Deliver exceptional administrative and personal assistant support to the practice. Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance. Manage day-to-day financial planning administration efficiently. Requirements: Essential...

Carrick Wealth is seeking a Private Wealth Manager assistant to drive outbound prospecting, qualify leads, and schedule client appointments in a fast-paced wealth management setting. You will support Wealth Consultants with diary management, client communications, and documentation while building a solid understanding of Carrick Wealth's services and value...

Role: Wealth Adviser Assistant Category: Financial Services Location: Worcester, Western Cape Salary: Market-related Our client is offering an 18-month development opportunity designed to launch your career in the financial world. You will work alongside established financial advisers and management while receiving world-class mentorship and...

PSG Financial Services is seeking a Wealth Adviser Assistant in Margate, KwaZulu-Natal. The role covers office management, client services, and supporting the Wealth Adviser with new business implementations and marketing plan execution.Requirements include Matric, 5 years in financial services, strong admin skills, and FAIS compliance awareness. Fluency in...

Salary: Market-relatedKey Responsibilities:Deliver exceptional administrative and personal assistant support to the practice.Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance.Manage day-to-day financial planning administration efficiently.Requirements:Essential previous...

Carrick Wealth is seeking a Private Wealth Manager assistant to drive outbound prospecting, qualify leads, and schedule client appointments in a fast-paced wealth management setting. You will support Wealth Consultants with diary management, client communications, and documentation while building a solid understanding of Carrick Wealth's services and value...

Senior Wealth Assistant Location: Bellville CT Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background in assisting high net worth individuals and families with complex wealth management and financial...

Bryanston, South Africa | Posted on 18/09/2026 Location Type Hybrid (Part office, Part remote) Remuneration Term Per Hour Date Opened 18/09/2026 State/Province Gauteng City/Town Bryanston Country South Africa Job Description An FSP service provider is looking to recruit a super sharp part‑time CIPC Administrative Assistant who has previously...

Minimum 2 years’ Experience in investment administration will be an advantage.Full understanding of Investment Products, including but not limited to:Living annuitiesLife annuitiesRetirement annuitiesPreservation fundsDiscretionary investmentsEndowmentsTax free savings investmentsResponsibilities:Time Management – Turnaround time / meeting deadlines /...

Requirements: Matric / Grade 12. Minimum 2 years’ Experience in investment administration will be an advantage. Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Time...

Requirements: Matric / Grade 12. Minimum 2 years’ Experience in investment administration will be an advantage. Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Time Management -...