Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive
A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team. Qualifications Formal Education: Matric National Diploma in Wealth Management/Financial Planning, or related. Experience: 5+ years’ experience in the investment financial services industry
Minimum Requirements Grade 12 (Matric) essential. 3+ years administrative experience within the financial services, wealth management, investment, insurance, or related industry. Strong understanding of financial services administration and industry processes. Working knowledge of FICA and FAIS requirements.
A leading company in Financial Services is looking for a Snr Wealth Assistant to join their team. Your: Formal Education: Matric National Diploma in Wealth Management/Financial Planning, or related. Experience: 5+ years experience in the investment financial services industry
Our client is a well-established financial services organisation operating within the wealth management and financial planning sector. This Senior Wealth Assistant role provides comprehensive administrative and operational support to Wealth Advisors, ensuring the seamless implementation of financial planning, retirement, investment,
We are seeking a dynamic and experienced Executive PA to support the Executives of the Department. This role requires a proactive individual who can manage a wide range of administrative, operational, and executive support tasks in
Are you a self-starter who enjoys working independently and as part of a team? Do you enjoy working on systems and have high attention to detail? Do you have experience working within an insurance, investment or
Our client is an established gambling and betting operator with online sports betting, casino games, live betting, virtual entertainment, and land-based gambling operations in Namibia. The business is expanding its online casino and betting operations and
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 and
Role: Wealth Manager (Advisory) Category: Investment Management Location: Western Cape Salary: Market-related 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
We’re seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following: Assist with store functions and day-to-day store activities
The role has several key areas which include supporting administrative tasks such as the provision of information to IFAs, establishment of meetings, reporting of IBC activities, IFA training, support on case management, CRM data management, and
I Grow Wealth Investments in Midrand is seeking an experienced Executive Personal Assistant to manage the diaries of the CEO and COO. The ideal candidate will have a minimum of 5 years experience in supporting senior management and
An investments and financial services concern with offices in Somerset West, is seeking to employ a candidate to fill the role of Business Development Assistant. This role provides a critical level of support to the business development
Banking / Finance / Investment / Insurance / Stockbroking finance South Africa - Western Cape , Cape Town - South (Mowbray - Tokai) Our client, a well-established financial services provider, is seeking an experienced Financial Planning
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients
Compitant Candidates is recruiting a Senior Wealth Assistant in the Western Cape, South Africa. You will support Wealth Managers in processing new business, servicing existing clients and handling complex insurance and retirement transfers. The role requires 5+ years in
Our client is a well-established and reputable financial services business specialising in wealth management, fiduciary services and investment administration. Due to growth within the business, they are looking to appoint a Trust Officer Assistant to join one of
Minimum requirements for the role: Must have a B. Com. Accounting or relevant degree Minimum 4 years relevant personal tax experience Strong technical knowledge on Tax with the HMRC Must have experience managing a portfolio of
Key Responsibilities Client Services Serve as a primary point of contact for clients and assist with client service delivery. Liaise with product providers and assist Financial Planning Partners with client queries. Implement administrative processes and ensure