Description Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ an experienced Wealth & Investment Admin Assistant, to their team based in Bellville, Cape Town. The main objective of this role is to assist the Wealth Planners with any administration relating to the servicing of existing and prospective clients, with the primary...
Renowned Company in Port Elizabeth is seeking an experience General Manager to join their team.Job Overview:We are seeking a skilled General Manager responsible for overseeing and optimizing the family office's diverse investment portfolio, which includes holdings in the medical industry, financial services, farming operations, and personal investments. This role requires a strategic thinker with...
Renowned Company in Port Elizabeth is seeking an experience General Manager to join their team. Job Overview: We are seeking a skilled General Manager responsible for overseeing and optimizing the family office's diverse investment portfolio, which includes holdings in the medical industry, financial services, farming operations, and personal investments. This role requires a strategic thinker...
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...
Our client is seeking an Administrative Head, Financial Services, for their team in Port Elizabeth. Location: Port Elizabeth Requirements: - Minimum 10 years experience in long-term insurance and investment administration. - RE5 (mandatory). - Relevant industry qualification, such as: - NQF Level 5 or higher in Financial Planning, Wealth Management, Insurance, or related field. - Previous...
Job Specification Summary: Financial Planner Core Role Overview ul):whitespace-normal (&>ol):whitespace-normal"> Title : Financial Advisor ul):whitespace-normal (&>ol):whitespace-normal"> Business Unit : Advisory Services ul):whitespace-normal (&>ol):whitespace-normal"> Reports To : Head of Advisory Services ul):whitespace-normal (&>ol):whitespace-normal">Hermanus, Western Cape, South Africa...
Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The Distribution Support Administrator...
Introduction Momentum, a financial services provider of choice since 1966, is renowned for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for our clients, driven by our deep understanding of the retail insurance, savings, and investment markets in South Africa. Disclaimer As an applicant, please verify...
Momentum, a financial services provider of choice since 1966, is renowned for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for our clients, driven by our deep understanding of the retail insurance, savings, and investment markets in South Africa. Disclaimer As an applicant, please verify the legitimacy...
90 degrees South (Pty) Ltd is affiliated with one of the major banks in South Africa. Our team of Senior Financial Planners consists of independent contractors who are dedicated to legacy wealth creation and preservation. We focus on comprehensive financial planning solutions to help our clients achieve their financial goals. Role Description This is a full-time on-site role for a Senior...
Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions,...
*About Discovery * Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is...
Company: LawVisory PLLC – Family Office Division Position Type: Full-Time or Contract-Based (with potential conversion) About LawVisory Family Office LawVisory PLLC is a premier legal and compliance advisory firm with a Family Office division focused on disciplined wealth preservation and risk-managed capital growth for high-net-worth principals. We combine rigorous governance with systematic...
Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The HC Graduate role is a 12-month...
Role Purpose Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Requirements Qualifications: - 3-year BCom degree in...
Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...
Role Purpose Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Requirements Qualifications: - 3-year BCom degree in the...
Introduction Momentum, a financial services provider of choice since 1966, is renowned for its entrepreneurial spirit and innovative culture. We are committed to wealth creation and preservation, insurance, and income protection for our clients, driven by our deep understanding of the retail insurance, savings, and investment markets in South Africa. Role Purpose The Human Capital Business...
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of this job...
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy of this job...