Are you a self-driven Wealth Management Specialist ready to take control of your career with the backing of powerful..., is looking for a passionate Wealth Management Specialist who wants to build a scalable and sustainable financial services business - on their own...
Administration) Certified Financial Planner RE5 Representative Certificate Fit & Proper under the designated FAIS Sub-categories...
, Economics, or Business Administration) Certified Financial Planner RE5 Representative Certificate Fit & Proper under the...
Join EQ-FIN as a Wealth Planner Shape Your Future, Empower Others Opportunities in Johannesburg Company... Wealth Planner will be responsible for providing comprehensive financial planning services, advising clients on investments...
financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal...
and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis of client data, preparing... and presenting client proposals to Advisors and Wealth Planners. Responsibilities Support & Strategy: Provide technical...
Job Summary This opportunity sits within a respected and professional wealth management business known for its... disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth...
An established investment and wealth management environment is looking for a detail-oriented Paraplanner to support... a high-performing Wealth Manager and their team. This role offers exposure to portfolio implementation, client engagement...
This opportunity sits within a respected and professional wealth management business known for its disciplined... investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager...
- this could be your next big move. Key Responsibilities: Financial Planning support and providing full administrative support to Wealth...
and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map. Workflow Leadership...
Operations Manager: Financial Planning (National) based in Johannesburg BDO Wealth Advisers (www.bdowealth... in Johannesburg, with national responsibilities supporting our Wealth clusters across regions. This position is full-time...
Description Operations Manager: Financial Planning (National) based in Johannesburg BDO Wealth Advisers (www... is based in Johannesburg, with national responsibilities supporting our Wealth clusters across regions. This position is full...