A leading financial services group is seeking an experienced Wealth Manager Administrator to take full ownership of the... administration, coordination, and compliance of a fast-growing wealth and investment book. This role is suited to a highly...
Wealth Management Giant looking for a Paraplanner and Administrator to form part of the foundation of the paraplanning...
experience supporting Wealth or Portfolio Managers within a structured financial services environment. The successful candidate... will provide comprehensive back-office and operational support to Wealth Managers, ensuring that all new business, servicing...
Job Summary The successful candidate will provide comprehensive back-office and operational support to Wealth Managers... experience. KEY RESPONSIBILITIES Wealth Administration & Client Support - Provide full administrative support to Wealth...
Minimum requirements: Tertiary Qualification in financial investments or related field CFP completed or in progress would be an advantage 2+ experience in the Investment Industry with exposure to client onboarding, delivery of proposal...
Minimum requirements: Tertiary Qualification in financial investments or related field CFP completed or in progress would be an advantage 2+ experience in the Investment Industry with exposure to client onboarding, delivery of proposal...
Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events...Job Summary CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) – Century City, Cape Town, Western Cape R25 000...
Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events...CUSTOMER RELATIONSHIP MANAGER / PARAPLANNER (Onshore) Century City, Cape Town, Western Cape R25 000 to R30 000 Basic...
progression for self through input and feedback from Manager and estates administrator. - Ensure personal growth and enable...KEY RELATIONS - Our clients and leads - Wealth Advisors and Assistants - Fiduciary Specialists and Assistants...