Wealth Management Consultant 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,...

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...

Introduction The Corporate Health Consultant will manage and grow relationships between the Scheme and stakeholders, ensuring exceptional service delivery and client satisfaction. This role is responsible for providing expert advice and support to brokers and corporate clients, driving sales, and ensuring client satisfaction within the designated industry/sector. Duties & Responsibilities Role...

Job Advert Summary PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and...

Job Description, PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and...

Responsible for all administration requests in regard to client enquiries and providing assistance to clients and all consultants Key performance areas:Health servicing oServicing the sales consultant’s clients Wealth servicing oServicing the sales consultant’s clients Short term servicing oServicing the sales consultant’s clients KPI’s to be determined on a quarterly basis at the...

Job Advert: Client Servicing Consultant (Administration) Location: Centurion Job Overview We are looking for a Client Servicing Consultant (Administration) to join our team. The ideal candidate will be responsible for assisting clients, supporting our consultants, and managing all administrative tasks across our Health, Wealth, and Short-Term insurance services. Key Responsibilities: •Submit...

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...

Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave autonomy, flexibility, and the opportunity to build a successful business, look no further IWCP (Insurance and Wealth Creation Professionals) is the gateway to a rewarding career as a Financial Advisor. Embark on a journey of professional growth and personal success with IWCP (Insurance and...

This is your opportunity to promote change, influence culture, and transform ordinary obstacles into tactical victories. Let's discuss if you are passionate about developing policies, enjoy creating outstanding teams, and enjoy watching initiatives come to fruition. Your Mission, Should You Choose to Accept It: - Craft forward-thinking HR policies and lead key projects from concept to rollout. -...

Minimum requirements: - Matric and any Tertiary qualification will be beneficial - Target-driven, with prior experience working towards targets will be advantageous - 2 - 3 Years' of experience managing high volumes of administration and/or sales will be beneficial - Proficiency in both written and spoken English is required - Must possess strong communication skills at all levels - Computer...

In order to be considered the following is required: - Bachelor’s degree or equivalent in Computer Science, Information Systems, Engineering or a related technical discipline (or equivalent experience) - ServiceNow Certified System Administrator / Implementation Specialist - AWS / Azure / GCP Cloud Practitioner or Architect-level certification - ScienceLogic SL1 Certified Engineer (or equivalent...

Key purpose: We are seeking an experienced and highly skilled SAP ABAP consultant with strong object-oriented programming skills to join our team. The successful candidate will be responsible for the design, development, and implementation of SAP solutions for our clients, with a focus on customizations and enhancements within the SAP environment. Duties and responsibilities: - Lead or...

Hire Resolve's client is looking for a skilled Oracle HCM Functional Consultant to join our team. The ideal candidate will have hands-on experience with Oracle HCM Cloud modules and a strong understanding of HR business processes. You will play a key role in analyzing business requirements, configuring Oracle HCM applications, and providing end-to-end functional support across various HR...

(eng= Job Title: Product Support & Implementation Consultant Location: Centurion, Pretoria Salary: R25 000 – R27 000 Start Date: As soon as possible Work Hours: 08:00 – 17:00 About the Role This role ensures that clients can effectively use the software, workflows are correctly implemented, new releases are thoroughly tested, and reporting needs are met—all while acting as the client's main...

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...

Job purpose: As a Technical Operations Consultant, you'll be responsible for managing and ensuring the smooth running of our IT infrastructure. You will monitor all aspects of systems performance and availability including hardware, software, and network management to ensure that we're not only able to handle any increase in demand but also maintain high levels of service for all...

Introduction A leading company in the medical scheme and private healthcare sector is looking for an experienced Corporate Health Manager to join their dynamic Centurion office. The Corporate Health Manager plays a critical role within the business development team, focusing on enhancing sales and market penetration of the Scheme in key target segments. This role will lead a team of consultants...