Jobs 1 to 7 of 7
HR Genie
Bellville
This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:
Formal Education:
BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE Qualification
Experience:
± 5 years...
Jobplacements.com 9 days ago
Sponsored Job
Gap Consulting
Capetown
Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related ...
Jobplacements.com 11 days ago
Sponsored Job
Frogg Recruitment SA
claremont, Western Cape
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Salary: Market related – Office based
...
Executiveplacements.com 16 days ago
Sponsored Job
Dante Personnel
Southern Suburbs
Minimum requirements: Provide strong administrative support to the Wealth ManagerFinancial Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous, and FICA Commerce or financial degree Consultant: Debbie Watkyns - Dante Personn...
Executiveplacements.com 23 days ago
Sponsored Job
HR Genie
Bellville
This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary.Your:
Formal Education:
BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE Qualification
Experience:
± 5 years...
Jobplacements.com 9 days ago
Gap Consulting
Capetown
Minimum Requirements:Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services IndustryBcom | Relevant Tertiary Education requiredCertified Financial Planner | CFPRE 5 CompletedProficient in CRM Systems essentialStrong knowledge of Annuities | Investments | Tax Related ...
Jobplacements.com 11 days ago
Frogg Recruitment SA
claremont, Western Cape
Wealth Management Assistant Claremont, Cape Town
Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio.
Salary: Market related – Office based
...
Executiveplacements.com 16 days ago
Dante Personnel
Southern Suburbs
Minimum requirements: Provide strong administrative support to the Wealth ManagerFinancial Experience in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous, and FICA Commerce or financial degree Consultant: Debbie Watkyns - Dante Personn...
Executiveplacements.com 23 days ago
Conova Recruitment
Capetown
Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with cli...
Jobplacements.com 23 days ago
Fouche & Co Recruitment
Johannesburg
The role necessitates experienced advisors/planners to deliver professional advice to a well-established clientele and membership base. You will engage with both new and existing clients provided by the company, presenting an exciting opportunity to offer your expert financial guidance and ensure so...
Executiveplacements.com 51 days ago
Rad Resources
Centurion
�?? Uncapped commission – high earning potential�?? Comprehensive training & ongoing support�?? Growth opportunities in a thriving business�?? Dynamic and supportive team environment�??� Requirements:�?? Experience as a Financial Advisor / Wealth Manager�?? RE5 Certification (Essential)�??...
Jobplacements.com 54 days ago
