Career Are you an organised and detail-oriented administrator with experience in financial services? Do you have a qualification in finance or economics? Whether you already have experience within financial services or are looking to develop your
Reference: PE -VD-1 Our client in the Financial Services industry is seeking to employ an experienced Data and Management Information Systems (MIS) Manager to their team. This role is based in Sandhurst, Johannesburg. A wonderful career
Our client is a prominent player in the South African financial services industry, focused on providing comprehensive wealth management and holistic financial planning solutions. They pride themselves on a culture of collaboration and a commitment to
Employment type: Permanent. Sector: Wealth Management. Basic salary: Market related. Start date: ASAP. Requirements 3–7+ years’ experience in risk insurance or financial services. Grade 12 (Matric). Relevant financial qualification (e.g., CFP or NQF-aligned qualification). FAIS compliant
Employment type: Permanent Sector: Wealth Management Basic salary: Market related Start date: ASAP Requirements 5–10 years’ experience as a Private Client Wealth or Relationship Manager. Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial
Sable International is seeking a full-time Wealth Administrator in Cape Town. This role involves providing administrative support to Financial Advisers, assisting with onboarding processes, and managing client servicing queries. The ideal candidate should have at least
Sable International in Cape Town is seeking a full-time Wealth Administrator to support Financial Advisers and ensure compliance in a dynamic environment. The candidate should have financial planning experience and excellent administration skills. Responsibilities include onboarding
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : A.S.A.P REQUIREMENTS: 510 years experience as a Private Client Wealth
Role: Associate Financial Advisor Category: Financial Services Location: Morningside, Durban Salary: Market-related Our client is a premier, investment-led financial planning practice based in Durban. They pride themselves on a high-performing team culture dedicated to helping professionals
Role: Paraplanner Category: Financial Services Location: Morningside, Durban Salary: Market-related Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional
Key Responsibilities Provide day-to-day administrative and operational support to the Financial Planning Partner. Serve as the primary point of contact for clients, ensuring a professional and efficient client experience. Prepare documentation and information required for client
Key Responsibilities Provide administrative and operational support to Financial Planning Partners. Act as the primary point of contact for clients, ensuring exceptional service. Prepare client documentation and maintain accurate client records. Process new business applications and
A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering a highly professional, supportive team environment. The Financial Planning
Our client is a prominent financial services firm headquartered in Sandton, specializing in comprehensive wealth management and financial advice solutions. The Financial Services Operations Assistant provides critical administrative and client service support to a national network
The Financial Planning Partner Assistant is a 12-month fixed-term contract position responsible for overseeing the administrative, operational, and client service functions within a financial planning practice. You will act as the primary liaison between the practice
Are you a passionate, client-centric financial professional looking to join a boutique, holistic Family Office? Our client is seeking a dedicated Wealth Manager to join their Client Relationship Management team. In this role, you will manage
Our client is looking for a highly organized, detail-oriented, and proactive individual to take on the dual role of Practice Manager. This position is ideal for someone who thrives in a dynamic environment and is capable
SUMMARY: Wealth Manager (New Business) | Claremont POSITION INFO: Role: Wealth Manager (New Business) Category: Wealth Management Location : Claremont Salary: Market-related Are you a dynamic, results-driven professional with a talent for storytelling and business development?
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial
Life Insurance Client Service Administrator Reference: RST -ab-1 Life Insurance Client Service Administrator required in Rustenburg. Duties & Responsibilities Qualifications & experience: Matric & NQF Level 5 certification in Long term insurance MS Office Minimum 5