wealth planner assistant

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

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 freedom. The successful candidate will be ... Tertiary qualification is highly preferential, Matric is essential A minimum of three years full-time...

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...

This is an excellent opportunity for someone with experience in investment administration who enjoys working in a fast-paced, professional environment. Key Responsibilities: New Business Processing - Implement client instructions relating to investments, insurance policies, and other financial products - Submit relevant documentation to service...

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...

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...

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...

Reference: NCM003511-Glad-1Are you detail-oriented and passionate about financial planning support and client service?Duties & ResponsibilitiesNetwork Contracting Solutions is seeking an Assistant Planner (also known as an Assistant Advice Planner / Service Consultant) for a financial advisory practice based in Bedfordview, Johannesburg. The successful...

Network Contracting Solutions is seeking an Assistant Planner (also known as an Assistant Advice Planner / Service Consultant) for a financial advisory practice based in Bedfordview, Johannesburg. The successful candidate will support Financial Advisors and Paraplanners with advice documentation, client servicing, instruction processing and regulatory...

Role: Wealth Adviser AssistantCategory: Financial ServicesLocation: Worcester, Western CapeSalary: 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...

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...

Integrated Marketing Lead - Acute Care & Monitoring Flexible Work ArrangementJohannesburg, Gauteng, South AfricaDurban, Kwa Zulu Natal, South AfricaCentury City, Western Cape, South AfricaJohor Bahru, Johor, MalaysiaFull timeR78483 Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain,...

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 ResponsibilitiesNew Business & Transaction SupportSupport 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 the...

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 communication....

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...

Placements24 is seeking a dedicated Financial Planner to join its expanding remote team in South Africa. You will provide personalized guidance on investments, retirement, insurance, and estate planning from a home office, building strong client relationships.The role emphasizes advisory excellence, CFP-preferred credentials, and 3+ years of planning...

Standard Bank Group in South Africa seeks a financial adviser to provide tailored financial and estate planning guidance to Private and Business Banking clients, including Private Banking Signature, Premium, Growth and Commercial Banking segments. You will assess client needs and recommend appropriate solutions.The role requires FAIS/FSCA-aligned...

Associate Wealth Manager / Financial Planner Company: Established Private Wealth Practice Location: Bedfordview, Gauteng Region: Gauteng Employment type: Permanent Position level: Intermediate Reporting line: Senior Adviser / Practice Principal Remuneration: Disclosed to shortlisted candidates Reference: ACG-FA-013 Date posted: 3 August 2026 ...

Integrity Wealth Management is a modern, digital-first wealth advisory network in South Africa seeking a driven adviser to build a client portfolio and deliver holistic financial planning. You will provide risk, retirement, investments, and estate advice while leveraging digital platforms for client engagement.The role emphasizes entrepreneurship, brand...