A leading financial services firm in Roodepoort is looking for a driven Financial Planner to provide wealth management services to high-net-worth clients. The ideal candidate will have strong investment knowledge and networking skills, coupled with a CFP® designation. Responsibilities include delivering tailored investment advice and maintaining client relationships. This role offers a...
A leading wealth management firm in Pretoria is seeking experienced Wealth Managers to support high-net-worth clients with tailored financial advice. The role requires over 5 years of industry experience and a strong ethical standard. You will receive extensive training and mentorship to enhance your skillset. The firm offers a range of products, including offshore and onshore services, ensuring...
A leading financial services firm in Johannesburg is seeking a Wealth Specialist to enhance the market presence of their investment products. The successful candidate will be responsible for managing investment portfolios, developing financial solutions, and building strong relationships with clients. Applicants should possess a degree or equivalent qualification, alongside significant experience...
An established industry player is seeking passionate Wealth Managers and Financial Planning professionals to join their team in Johannesburg. This role offers a unique opportunity to work with high-net-worth clients, providing tailored offshore and onshore advice. You will receive extensive training and mentorship to enhance your skills and support your clients effectively. With a commitment to...
Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful technology, proven systems, and a team that supports your success? A tech-driven financial advisory practice based in Sandton, is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial services business – on their own...
What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...
Job Description For 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 trained Financial Planner. Excellent...
A leading wealth management firm is seeking a Paraplanning Assistant based in Johannesburg to support Financial Planners in managing client portfolios. Responsibilities include conducting research for client reports, preparing financial documentation, and assisting in compliance and risk management tasks. The ideal candidate will have a Matric qualification and 2-3 years of experience in the...
A financial planning practice is seeking an experienced Wealth Administrator to step into a Client Relationship Manager role in Johannesburg. The ideal candidate will manage client communications, process paperwork, and collaborate with financial planners. A minimum of 3 years' experience, a Matric qualification, and familiarity with financial planning tools are essential for ensuring a seamless...
Overview Are you an experienced attorney with deep expertise in wealth platforms and retail investments? Our client, one of the largest insurance and financial services providers in South Africa, is looking for a skilled Legal Counsel to join their dynamic team. The client’s diverse portfolio spans retail and institutional businesses, including asset managers, collective investment scheme...
A wealth management firm in Bedfordview, South Africa, is seeking a Financial Planning Assistant to provide high-quality support to Certified Financial Planners. This exciting role involves capturing client data, preparing documentation, and managing client reviews. The ideal candidate will have over 5 years of experience in financial planning and strong computer skills. The position starts...
Job Vacancy : Wealth Managers (New Business & Client Servicing Roles) Locations : Johannesburg, Cape Town, Durban Remuneration : New Business Role : Basic salary + high commission (3 options available) Client Servicing Role : Primarily salary-based + performance incentives An established and nationally represented advisory firm is seeking Wealth Managers for two key functions : New Business...
Description To deliver exceptional experience and education to RMB High Nett Worth Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. We are RMB RMB is a leading African Corporate and Investment Bank (CIB). We partner our...
A recruitment agency is seeking an experienced Paraplanner in Randburg, South Africa. The role involves providing administrative and technical support to Financial Advisers and Wealth Planners, including the preparation of financial plans and proposals. Ideal candidates should have a relevant financial qualification and at least 5 years of experience in the financial sector, particularly within...
Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust through expertise and...
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...
Job Description For 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 trained Financial Planner. Excellent...
A leading financial services provider is looking for professionals to deliver tailored financial advice and solutions. The role focuses on establishing and maintaining strong client relationships while meeting business targets. Successful candidates will support growth initiatives, apply market insights, and ensure compliance in all client interactions. This career offers opportunities for...
Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust...
Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...