Wealth Management Jobs in Somerset West

HR Genie - Bellville

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to...

from: jobplacements.com (+1 source) - 8 days ago

HR Genie - Bellville

Competent on service providers website functionalities (Investment and risk service providers) Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company...

from: jobplacements.com - 10 days ago

Hire Resolve - Somerset West

A minimum of 5 years' experience as a Paraplanner, specifically with case preparation, or significant exposure to Records of Advice, Financial Needs Analysis, and industry compliance. Strong verbal and...

from: jobmail.co.za - 21 days ago

Yazoo Recruitment - Bellville, Western Cape

Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters (e.g...

from: compujobs.co.za - 15 days ago

Hire Resolve - Bellville, South Africa

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise Prepare...

from: pnet.co.za - 10 days ago