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
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
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
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
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
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,
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? Our client is looking for a Wealth Manager (New
Key Responsibilities Preparing and submission of correspondence with the Masters office Following up on outstanding matters until resolved Processing of original documents and placing them within, and removing them from the PCT safes ensuring all systems
Key Responsibilities Preparing and submission of correspondence with the Masters office Following up on outstanding matters until resolved Processing of original documents and placing them within, and removing them from the PCT safes ensuring all systems
Requirements: 23 years experience in the financial services industry advantageous. Relevant tertiary qualification or financial services related courses advantageous. Financial services industry knowledge. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook
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
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