Wealth Planning Assistant Jobs in Western Cape
- Claremont (9)
- Cape Town Region (7)
- Durbanville (2)
- South Africa (2)
- Bellville (1)
- Cape Town City Centre (1)
- Milnerton (1)
The Talent Experts
- Last 7 days (5)
- Last 3 days (2)
Wealth Manager Assistant
The Talent Experts
South Africa
your new role and grow in the world of financial planning. What you'll be doing (and why you'll enjoy it) You'll be joining an independent Wealth Manager who is part of a large wealth management organisation. He least 5 years of working experience in financial planning with solod admin experience, you must love and eager to learn the technical aspects of financial planning. To qualify for this opportunity you need to have
share this job on whatsappWealth Manager Bedfordview
The Talent ExpertsSouth Africa
your new role and grow in the world of financial planning. What you'll be doing (and why you'll enjoy it) You'll be joining an independent Wealth Manager who is part of a large wealth management organisation. He least 5 years of working experience in financial planning with solod admin experience, you must love and eager to learn the technical aspects of financial planning. To qualify for this opportunity you need to have
Junior Assistant Durbanville
The Talent ExpertsDurbanville
the Wealth Manager's diary. Where you'll be doing it You'll be joining a small financial planning brokerage and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have working with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at
Junior Advisor Assistant Market-related
The Talent ExpertsDurbanville
the Wealth Manager's diary. Where you'll be doing it You'll be joining a small financial planning brokerage and thriving. They provide customised financial planning services to their clients. You'll be office based gained at least 2 years of experience in financial planning doing all the relevant administration and support Matric and a qualification/diploma in financial planning is highly advantageous. You also need to have working with Work/Workpool/XPlan or Elite Wealth's financial planning software. Experience working with at
Certified Financial Planner Claremont
The Talent ExpertsClaremont
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals doing it You'll be joining a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary
Paraplanner (cfp) Market-related
The Talent ExpertsClaremont
Are you starting your career off in financial planning and want to be a Paraplanner? Is this you? You with strong financial acumen and a passion for wealth management. You excel in a fast-paced environment crucial role in providing technical support to Wealth Managers and preparing comprehensive proposals doing it You'll be joining a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary
Compliance Administrator Market-related NEW
The Talent ExpertsClaremont
compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining doing it The company is a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary
Compliance Administrator Claremont NEW
The Talent ExpertsClaremont
compliance team. Your responsibilities will include assisting in the preparation of compliance documents, maintaining doing it The company is a well-known and trusted wealth manager who has been looking after their clients clients for over 30 years. They manage the wealth of individuals and families as well as offering fiduciary
Client Accountant Cape Town
The Talent ExpertsCape Town Region
with an international presence, specializing in wealth and investment management. With a commitment to well as an opportunity to join a well-established wealth manager who can offer exposure within the industry by working with the world's leading families and wealth creators. Additionally, you will also get the opportunity
Banking & Investment Support Administrator Market-related
The Talent ExpertsCape Town Region
a leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management
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