Company Description BRISCH Administration Services is a trusted Broker Support service provider designed to assist Financial Planners with administrative, compliance, and practice management tasks. We enable planners to focus on offering their clients professional financial advice, while our professional administrator team handle their core administrative processes. Role Description Are you an...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...
The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are...
The Compliance / Monitoring Officer will be responsible for ongoing monitoring of Category I and II advisory and investment activities within the business. This includes ensuring adherence to regulatory requirements, advice quality standards, and internal risk frameworks. The role will play a critical part in identifying and mitigating compliance risk across both advice and discretionary...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...
Key Responsibilities: - Develop and manage a portfolio of ultra-high-net-worth clients (portfolios exceeding R1 billion). - Focus on gathering and retaining AUM by providing holistic global advice in an open architecture environment, emphasizing service excellence within the HNW, UHNW, and Family Office segments. - Conduct financial planning, risk analysis, and asset allocation strategies. -...
Our client is a well-established South African boutique investment administration service provider, founded and led by its original members. They specialise in servicing institutional investors, both local and international, and currently administer assets totaling approximately R2 trillion. We are recruiting a Tax Analyst to join this dynamic team. This role offers exposure to a wide range of...
Post Investment Analyst Department: Finance, Audit & Enterprise Development Reports To: COO Location: East London (Travel along N2 corridor East London to Mthatha) Duration: 12–24 months Purpose of the Role The Post Investment Analyst plays a key role in monitoring, analysing, and enhancing the performance of invested portfolio companies. The role combines financial analysis, auditing, and...
About the Role: We are seeking a highly skilled and strategic Financial Manager to lead the financial operations of a dynamic, fast-paced investment division. This role offers an exciting opportunity to shape financial strategies, oversee a diverse portfolio of investments—including agricultural assets—and provide critical insights to support business growth and sustainability. Key...
FINANCE & INVESTMENT MANAGER/EAST LONDON - To provide financial leadership through detailed analysis, identification of risks and opportunities, and strategic recommendations. The role will focus on optimizing profitability, improving financial controls, and guiding property and investment decisions to ensure sustainable business growth. Qualifications & Experience Bachelor’s degree in...
My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach. We are currently seeking a Financial Advisor...
Investment Specialist UHNW Families Sandton | R700K+ (highly negotiable for the right candidate) About Our Client Our client is a boutique multi-family office offering bespoke investment and wealth management solutions to ultra-high-net-worth families. With a global perspective and a deeply personal approach, they provide end-to-end advisory services spanning investments, structuring, and...
Position: National Sales Manager Location: Pretoria Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Raise your hand because WE’RE HIRING! It’s our mission to unleash the...
Introduction A leading and well-established company withing the wealth management and financial services sector, based in Silver lakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities - Accurate, timeous and efficient implementation of the wealth management function as instructed by relevant Wealth Manager. - Interaction...
Role: Client Investment Tax Lead Category: Tax Reporting Location: Claremont | Pretoria | Sandton Salary: R1 000 000 R1 300 000 Per Annum A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...
Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be passionate about helping clients achieve financial security and peace of mind. In this role, you will be responsible for advising clients on...
Introduction A well-established Financial advising firm, based in Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities - Loading of new business; - Handling of client queries; - Client file maintenance (Computerized database and paper file systems); - Client summaries and reports –ad hoc and/ or quarterly; - Attending to all...
Our client is a well-established South African boutique investment administration service provider, founded and led by its original members. They specialise in servicing institutional investors, both local and international, and currently administer assets totaling approximately R2 trillion. We are recruiting a Tax Analyst to join this dynamic team. This role offers exposure to a wide range of...
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced Managing Director: Investment to join their team. This is an excellent opportunity for an individual with strong leadership, mentoring, and team collaboration abilities to grow their career within a reputable organisation. Your: Formal Education: - Relevant degree in business...