wealth management assistant jobs in Centurion

What Youll Do: - Design and implement tailored financial strategies to individuals, groups and businesses alike, by analysing financial portfolio and identifying strategic investment opportunities- local and offshore. - Build trusted relationships with clients by understanding their financial goals, risk appetite, and future plans. - Conduct regular portfolio reviews and make data-driven...

Business Acumen: - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group Client / Stakeholder Commitment: - Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition,...

Introduction Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own...

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers...

A highly respected and established wealth management practice, is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy, compliance, and delivering high-quality financial planning support within a reputable, long-term focused environment. This practice is known for its professional standards, stable...

Overview Job Title: Wealth Adviser Assistant Location: Pretoria Salary: Competitive The Wealth Adviser Assistant will provide support to Wealth Advisers in a financial firm located in Pretoria. The ideal candidate will have a background in finance, excellent organizational skills, and the ability to work in a fast-paced environment. Key Responsibilities: Assist Wealth Advisers with client...

Job Description/Duties: • Plan and ensure execution of Sales Manager’s activities with regards to: Meetings, Agendas, Deadlines, Diary, and Appointments • Manage the follow up system and ensure effective communication in this regard • Ensure efficient time management • Arrange correct documentation for meetings and appointments • Manage and submitting of HR related claims and documents for Sales...

A reputable consulting firm based in Centurion is seeking a results-driven Financial Manager to oversee its finance function. The company provides expert consulting services across diverse industries and is committed to delivering value, efficiency, and strategic guidance to its clients. We are looking for a seasoned finance professional to ensure accurate financial management, compliance, and to...

Decofurn is a furniture retailer with 11 stores nationwide. Our unique warehouse/factory shop concept has been developed with over 32 years of experience in the furniture industry. Our Group is a leading importer, manufacturer, and retailer of furniture and related products. We are looking for an Assistant Warehouse Manager to join our team in Centurion. The Role You will be responsible for...

- Introduction Momentum Health Solutions (MHS), an entity of Momentum Metropolitan Holdings; delivers sustainable, integrated health and wellness solutions that meet the needs of clients in the different segments and maximises lifetime client value. We build and maintain a culture of innovation and create value through unique insights of how to achieve specific outcomes by using a defined set of...

Key Responsibilities: - Assist the Casino Manager in the day-to-day operation of the casino onboard the cruise ship - Manage and supervise a team of casino staff, including dealers, cashiers, and technicians - Monitor and maintain the financial performance of the casino, including revenue, expenses, and budgets - Ensure compliance with all gaming regulations and company policies - Train and...

Application of Incident Management Systems and processes with the aim of reducing travel times of road users as well as minimise occurrence and improve TMC responsesEnsure that Key Performance Indicators (KPIs) and timelines are met and improved upon (in collaboration with Supervisors and Training Coordinator) through quality control and monitoring measures put in placeDay-to-day management of...

Job Description Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning their clients trust...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

A well-established and reputable financial services practice is seeking a highly organised and proactive Personal Assistant / Administrator to provide dedicated support to two Financial Advisors in a hybrid working environment. This role is ideal for someone who thrives in a structured yet flexible environment, enjoys client interaction, and has strong attention to detail. Key...

Minimum Requirements: - Minimum Grade 12. - Minimum of 3 years experience in an administrative role within the long-term insurance or financial services industry. - Computer literate, including advanced MS Excel. - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Essential: Own vehicle and valid Drivers License. Roles & Responsibilities: - Client engagement, handling...

Designation: Wealth Adviser | Pretoria, Gauten Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...

This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities - Prepare compliant,...

Role Purpose Are you passionate about people, curious about the world of investments, and ready to start building your career in financial services? Join us as a Wealth Service Intern and get hands-on exposure to what exceptional client service really looks like in a business that believes investing is personal. This internship is designed to give you a front-row seat to the heartbeat of our...

Designation: Wealth Adviser | Pretoria, Gauteng Category: Client/Intermediary Services Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 03 Oct 2024 Reference Number: POS39009 Closing date: 11-Oct-2024 Position Type: Permanent Location: Faerie Glen 298 Glenwood...