Senior Relationship Manager position Bloemfontein(CFP) We are specifically looking for someone with a strong accounting background who can interpret financial statements and provide relevant advice. A CFP qualification and management experience will be a strong advantage, as this role involves servicing high-profile medical clients.Please find the job description and requirements attached for...
Job Specification: Junior Financial Advisor (Salaried Role R30,000 per month + Incentives) Location: Bedfordview, Johannesburg (Hybrid/Remote possible after training) Employment Type: Full-Time Salary: R30,000 per month (fixed salary) --------------------------------------------------------------- Role Overview Were looking for a driven Junior Financial Advisor,salaried position, starting...
This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support. You will be involved in portfolio implementation, client onboarding, and the...
An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education: - A financial qualification is essential (e.g. B Com finance, accounting, investment management); - A Post Graduate diploma...
Introduction A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification " Matric Qualification " BCom Degree (Required) " CFP - Diploma in Financial Planning (Advantage) " Can read and speak Afrikaans and English (Required) " Previous working experience in investment proposals/ financial...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Are you ready to take ownership of risk in a fast-paced, client-centric financial environment? This is your opportunity to play a key role in shaping and strengthening risk culture within a leading wealth team. Who we are: We're a forward-thinking financial services group known for empowering advisors and delivering impactful wealth solutions. Here, risk isn't just a compliance checkbox-it's...
Key Responsibilities - Acquire new clients and offer investment and assurance solutions. - Conduct financial needs analyses and annual client reviews. - Provide personalised financial advice and solutions. - Build and grow a sustainable long-term client base. Requirements - BCom in Finance, Economics, or related field. - CFP designation (or currently studying towards...
Job Specification Summary: Financial Planner Core Role Overview - Title: Financial Advisor - Business Unit: Advisory Services - Reports To: Head of Advisory Services - Hermanus, Western Cape, South Africa - Company Values: Integrity, Accountability, Excellence, Innovation - Primary Focus: Provide expert advice on investments, retirement planning, and wealth preservation, while collaborating...
An established insurance company is seeking to hire a highly skilled and experienced Wealth Manager to join their team. This is an excellent opportunity for an professional with strong relationships and wealth experience to grow their career within a reputable organisation. The person will be responsible for managing an existing portfolio of clients. This is an ideal opportunity for someone...
An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. This role is ideal for a detail-oriented and client-focused individual who enjoys supporting Financial Advisers with technical, administrative, and planning-related functions while building a long-term career in financial planning. Key Responsibilities - Provide comprehensive financial...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Are you a seasoned Investment professional with a passion for driving wealth management excellence? I am currently recruiting for a Wealth Specialist to join a leading financial services firm. This role is centered on providing high-level investment support and implementing wealth management value propositions across a professional distribution channel. The successful candidate will align...
Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...
Overview: Our client, a leading wealth and investment management institution, is seeking a highly motivated and experienced Wealth Manager to join their team (Winelands area). The focus of this role is on client acquisition and delivering an out-of-the-ordinary investor experience through tailored local and global investment solutions. The ideal candidate will have a strong background in...
A well known company within the financial sector is looking for a Experienced Financial Planner: Qualification and experience: - Bachelors degree in Finance, Economics, Accounting, Business Administration, or a related field. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. - Minimum of 5 years of experience in...
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core purpose of this role is to provide premier investment support and implement the wealth management value proposition and solutions for their financial planning distribution channel and Financial Advisers. This role is integral in aligning practices with the company''s internal...
Lead the Expansion of a Premier Wealth & Investment Association in South Africa! Are you a strategic, entrepreneurial leader ready to take full ownership of driving significant growth for a dynamic collective of financial professionals? Our client is seeking a highly motivated individual to lead the business development and growth of a sophisticated ecosystem that empowers financial planners and...
A leading financial services group seeks a Risk Analyst to oversee risk management for its Wealth Distribution division. The role focuses on independent operational and financial risk analysis, incident management, reporting automation, and system enhancement. Key Duties - Plan & execute risk assessments (financial & operational) - Draft risk reports & escalate findings - Document & manage...