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
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 and
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
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
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 financial guidance to business people and their families, ensuring their
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: 37+ years experience in risk insurance or financial
Reference: JHB -VM-1 National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch. Duties & Responsibilities The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and
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
Are you a dynamic, results-driven professional with a talent for storytelling and business development? Our client is looking for a Wealth Manager (New Business) to join their Wealth Management division. In this role, you will be
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
Data & Management Information Systems Specialist Are you passionate about data management and information systems? Our client is seeking a skilled individual to join their team as a Data & Management Information Systems Specialist! Duties &
Wealth Management Associate Market-related Package Cape Town A leading boutique wealth and financial planning environment is seeking a highly organised and client-centric Wealth Management Associate (WMA) to support a Wealth Manager in delivering an exceptional client
Introduction A well-established company in the Financial Services sector, based in Rustenburg is looking for a dedicated, detail-oriented, and highly motivated Client Relationship Manager to join their team. The successful candidate will work alongside Financial Planners
Overview Are you an experienced and proactive financial professional with a knack for building strong client relationships? Our client is looking for a Private Client Wealth Manager to join their team of investment specialists. This role
A leading financial services firm in Cape Town is seeking a Wealth Manager (New Business) to drive sustainable growth in Assets Under Management. This role involves business development to attract ideal clients, managing the sales cycle,