Wealth Planning Assistant Jobs in South Africa
Portfolio Manager Pietermaritzburg
Kerry Kopp Recruitment Specialists
South Africa
Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QU
share this job on whatsappPortfolio Manager - Financial And Wealth Managemen
Kerry Kopp Recruitment SpecialistsSouth Africa
Reference: KZN000392-KK-1 PORTFOLIO ADMINISTRATOR- WEALTH MANAGMENT Utilise your certification and experience in the wealth management environment to join this busy and dedicated team. Must have at least 4 years experience in a similar role and certification. T HIS VACACNY REQUIRES EXPERIENCE AND QU
Wealth Manager's Assistant
Cape Town City Centre
30000 Monthly
Key Responsibilities:
- Administrative support to Wealth Manager:
- Prepare and collate new client onboarding documentation.
- Oversee the management and updating of client CRM profile.
- Liaise with external and internal providers on client spec
Paraplanner NEW
East London
Monthly
Requirements:
- 4-5 years' experience in the financial services industry.
- Relevant tertiary education or courses essential.
- Exposure to financial planning is essential.
- Understanding of
Wealth Administrative Assistant
Cape Town City Centre
Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.
Job Title: Wealth Administrative Assistant
Location: Ca
Paraplanner East London
HeadhuntersEast London
Reference: PE002317-JO-1 Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their team. A wonderful career opportunity awaits you. Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education or courses essent
Paraplanner
HeadhuntersEast London
Reference: PE002317-JO-1 Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their team. A wonderful career opportunity awaits you. Requirements: 4-5 years experience in the financial services industry. Relevant tertiary education or courses essent
Paraplanner East London NEW
HeadhuntersEast London
Reference: PE002391-RW-1 Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their team. A wonderful career opportunity awaits you. Requirements: 4-5 years' experience in the financial services industry. Relevant tertiary education or courses essen
Paraplanner
Hillcrest
Monthly
Requirements:
- 4-5 years in the financial services industry.
- Relevant tertiary education or courses.
- Exposure to financial planning.
- Understanding of FAIS and FICA legislation
- Financial planning fundamentals and product knowledge.
-
Paraplanner
HeadhuntersHillcrest
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) A wonderful career opportunity awaits you. Requirements: 4-5 years in the financial services industry. Relevant tertiary education or cours
Share on Facebook
Share on Twitter
Share on Linkedin