The Wealth Manager is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Support
This position is for a financial advisor managing an existing portfolio for a fixed salary. Your: Formal Education: BCom Post Graduation Diploma in Financial
Deceased EstatesConsult with bereaved clients to explain processes and timeframes, obtain relevant information and documents, update and inform, and manage
Designation: Deceased Estate and Trust Administrator | Pretoria, Gauteng | PermanentCategory: Administration and OperationsJob Level: Skilled technical and
Location: ZA, GP, Johannesburg, Baker Street 33To enable the execution of Compliance Risk Management processes and activities within a specific business unit
This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial
Job Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team.The successful candidate will play a key role in providing
This position is for a financial advisor managing an existing portfolio for a fixed salary.Your: Formal Education: BCom Post Graduation Diploma in Financial
Conveyancing Secretary East London Rneg Relevant qualification in conveyancingProven experience as a Conveyancing SecretaryProficiency in conveyancing
We are seeking a meticulous and organized Deceased Estate Administrator to manage and oversee the administration of deceased estates in compliance with South
Conveyancing Secretary East London Rneg Relevant qualification in conveyancingProven experience as a Conveyancing SecretaryProficiency in conveyancing
Who we are: A trusted financial services provider specialising in wills and estates.What we do: We offer tailored solutions to protect your assets.What we are
Our client is seeking a qualified Estates Assistant / Administrator.Requirements: (non-negotiable) Experience in the legal field, especially Trust and Estates;
Who we are: We are a company operating within the financial services industry and have revolutionised the way wills and estates planning is done.What we do: We
Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and
Job Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team.The successful candidate will play a key role in providing
Job Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team.The successful candidate will play a key role in providing
Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP accreditation would be advantageousRE Examinations completedExperience:5 years in a
Junior Trusts and Compliance Administrator (JB4267)Bryanston, JohannesburgR14 000 - R18 000 CTC per monthMedical AidPermanentA well-respected fiduciary
Conveyancing Secretary East London Rneg Relevant qualification in conveyancingProven experience as a Conveyancing SecretaryProficiency in conveyancing