investment services jobs in Centurion

Company Description Leolo and Partners is an established professional service firm that offers tax, assurance and advisory solutions, is currently seeking a Certified Investment Analyst to join the team. Job Purpose The Certified Investment Analyst is responsible for conducting in-depth investment research, financial analysis, and portfolio support to inform investment decision-making and...

Introduction Are you a finance or accounting graduate with a strong interest in investment reporting, data accuracy, and financial systems? This internship offers hands-on exposure within the Balance Sheet Management environment, supporting critical middle-office and reporting functions across investment portfolios. Join a team where precision, analytics, and technology come together to support...

Role Purpose The Investment Regional General Manager will acquire new IFAs for Momentum, responsible for the effective placing of IFA's in the best panel with best BC. Ensure a high-performance culture is set and maintained. Drive profitable growth through planning, execution and management of a team of BCs that builds IFA Connections. Requirements Qualifications: - BCom degree in the...

Company DescriptionOUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen...

Work alongside an award-winning Financial Planner, gaining valuable experience in a supportive and high-performing environment. If you are passionate about financial services and committed to excellence, this is the opportunity for you. Key Responsibilities: - Provide general administrative support and personal assistance to the Financial Advisor. - Prepare client quotes and process policy...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

Introduction Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Introduction Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own...

Regional Service Manager - Centurion/ Sandton (Inland) Our client helps people grow their savings, protect what matters to them and invest for the future. They help companies and organisations care for and reward their employees and members. Role Purpose To lead and assume operational responsibility for several teams within the Dedicated Client Service area. These teams include, but are not...

Introduction Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We...

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...

Introduction Service Specialist: Client Management Role Purpose Requirements: - Matric/Grade 12 - Relevant investments or wealth (LISP) qualification - 3 - 5 years’ experience in a contact centre or in the investment or financial service industry - Computer Literacy - specifically Microsoft excel - Wealth systems knowledge - Wealth process knowledge - Wealth product knowledge - Familiar with...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Role Purpose As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and...

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...

Role Purpose This is a key role in ensuring Momentum Group lives up to its purpose of building and protecting our clients' financial dreams. The Service Specialist plays a vital role in bringing this to life by offering caring, efficient, and high-quality service. Being there for our clients – whether they are direct clients, advisers, or adviser assistants – and making sure their queries and...

Role Purpose Are you passionate about people, curious about the world of investments, and ready to start building your career in financial services? Join us as a Wealth Service Intern and get hands-on exposure to what exceptional client service really looks like in a business that believes investing is personal. This internship is designed to give you a front-row seat to the heartbeat of our...

Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies...

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...