Wealth Manager successful? Is this you? You've worked in a support role supporting Wealth Managers or Financial responsibilities and grow in the world of wealth management. What you'll be doing (and why you'll enjoy it) investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin support role but the opportunities are endless. A market-related salary will be offered as well as annual
You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technica
strong financial acumen and a passion for wealth management. You excel in a fast-paced environment, possessing role in providing technical support to Wealth Managers and preparing comprehensive proposals and financial trusted wealth manager who has been looking after their clients for over 30 years. They manage the wealth working experience as a Paraplanner within wealth management. Strong computer literacy, including proficiency
Are you ready to elevate your career as a Junior Paraplanner? Is this you? You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team. What you'll be doin
Financial Planner with solid investment and retirement product knowledge. The business is paperless so Advanced
have a strong background in compliance and risk management. What you'll be doing (and why you'll enjoy it) You'll review cases, manage breaches and incidents, and produce timely management information reports leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory industry, preferably within fiduciary and investment management sectors. A deep understanding of relevant legislation
share after 3 months. You will also be getting a market-related salary, medical aid, and gap cover, plus
client reviews and requests as well as manage the Wealth Manager's diary. Where you'll be doing it You'll service the clients. What you'll get You'll get a market related salary and you will get to join a team
be doing it You'll be joining an amazing asset manager with a unique investment philosophy that has made an Equity Analyst role. Your economic and stock market knowledge is crucial, as will your ability to work
play a pivotal role in supporting Portfolio Managers in managing client investment portfolios. From conducting doing it You'll be joining a leading investment management firm/family office based in Melrose, Johannesburg Afrikaans and English. What you'll get You'll get a market-related salary as well as an opportunity to join join a well-established, well-resourced wealth manager who offers a supportive work environment where your