Wealth Management Jobs

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Financial Controller at UK Wealth Management Company  

ZAQ Agency - Somerset West (hybrid, 3 days in-office), Western Cape, South Africa

• Liaise with auditors, finance operations, and external debt providers • Comfortable working across reporting, compliance, and operational finance • Join a regulated UK firm with global standards and...

from: pnet.co.za - Yesterday

Senior Legal Specialist (Financial Planning)  

Yazoo Recruitment - Bellville, Western Cape (+1 location)

Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals...

from: compujobs.co.za (+1 source) - 15 days ago

Financial Advisor Trainee  

ITRS - Johannesburg, City of Johannesburg Metropolitan Municipality, Gauteng, 2001, South Africa

To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis. To generate leads, set up appointments, meet clients and close the deal. Proven sales...

from: freerecruit.co.za - 21 days ago

Paraplanner  

Hire Resolve - 7130 Somerset West, South Africa (+1 location)

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. Assist... R540 000

from: simplify.hr (+3 sources) - 21 days ago

Wealth Management Administrator Upper Highway No  

Kloof, Kwazulu Natal, South Africa

4. Preparation of files (including Succession Files), including printing of tasks and emails; 9. Dealing with Product Providers for specific requests; 13. Uploading of client compliance documents; 8. Living... No

from: pnet.co.za - 15 days ago

Bookkeeper  

Hire Resolve - 8001 Cape Town, South Africa

Maintain relationships with suppliers and follow up on outstanding issues Report on daily cash and bank balances and coordinate payment processes Prepare cash books, bank reconciliations, and supplier... R1

from: simplify.hr - More than 30 days ago

Life Insurance Broker - Umhlanga  

Catch - 1234 Umhlanga, South Africa

Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom) - Commission is paid once off and based on commission received as the broker/intermediary...

from: simplify.hr - More than 30 days ago

Financial Planner (Private Client Investments) - Roodepoort - Marked related salary + incentives, based on calibre Market Related  

The Legends Agency - Roodepoort, Gauteng, South Africa

Provide financial planning and wealth management services to high-net-worth clients (>R5m portfolios) . Apply Now: If you're driven, ambitious, and passionate about investments, send us your CV today. Responsibilities... Market Related

from: pnet.co.za - Yesterday

Financial Planner Partner Assistant - George  

Catch - 6000 George, South Africa (+1 location)

Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously. Preparation of client portfolio’s...

from: simplify.hr - More than 30 days ago

Banking & Investment Support Officer  

The Talent Experts - Cape Town, Western Cape, South Africa

You'll be joining a leading wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services for high-net-worth individuals and families. With a global presence...

from: pnet.co.za - 2 days ago


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