wealth planner assistant

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : Finance / ProcurementBASIC SALARY : Market relatedSTART DATE : A.S.A.PREQUIREMENTS:510 years experience as a Private Client Wealth Manager.25 years experience...

Company Description Precision Wealth is a dynamic financial services company committed to delivering advice, transparency, and service to its clients and stakeholders. As part of the Hereford Group of companies, Precision Wealth benefits from a strong, established network and shared expertise. The organization focuses on providing tailored financial...

Company Description Precision Wealth is a dynamic financial services company committed to delivering advice, transparency, and service to its clients and stakeholders. As part of the Hereford Group of companies, Precision Wealth benefits from a strong, established network and shared expertise. The organization focuses on providing tailored financial...

Financial/Wealth Planner in Centurion

We are seeking an ambitious, entrepreneurial, and relationship-driven Financial Advisor / Financial Planner who is passionate about building a successful client base and providing comprehensive financial planning solutions.The ideal candidate will have a strong ability to network, establish meaningful relationships, identify new business opportunities, and...

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,...

We are seeking an ambitious, entrepreneurial, and relationship-driven Financial Advisor / Financial Planner who is passionate about building a successful client base and providing comprehensive financial planning solutions.The ideal candidate will have a strong ability to network, establish meaningful relationships, identify new business opportunities, and...

Job DescriptionFor over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.This role enables a driven and ambitious individual to become a...

This role is for a January 2027 start. We’re seeking an ambitious, business-minded individual with energy, fresh ideas, and enthusiasm to join our winning sales team. Be part of our journey as we innovate new ways to help people achieve financial fre... Tertiary qualification is highly preferential, Matric is essential A minimum of three years full-time...

Job DescriptionFor over 60 years, we at Liberty have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.This role enables a driven and ambitious individual to become a...

Company and Job Description:Our client is looking for an Assistant Planner to provide essential planning, administration, and compliance support within a financial advisory practice. The successful candidate will act as a key link between clients, Financial Advisors, investment platforms, product providers, and internal teams, ensuring that advice...

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...

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...

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...

Liberty is seeking an ambitious external sales professional to join our Johannesburg team for a January 2027 start. You will work in a dynamic, client-facing environment and play a key role in growing our presence in Gauteng.We value energy, a strong business acumen, and the ability to network, negotiate, and close deals. A valid driver's license, own...

Stonebridge Hr Solutions is seeking an ambitious Financial Advisor / Financial Planner in Centurion, Gauteng, South Africa. You will build and manage a client portfolio, offering holistic financial planning solutions tailored to clients’ goals and circumstances.The role emphasizes networking, relationship development, and proactive business development to...