profiles (upskill on the job if necessary) 2-3 years financial planning or wealth management experience advantageous MS... tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) Basic knowledge of tax and ability...
IWCP (Insurance and Wealth Creation Professionals) is an Affiliate of Liberty. Our IWCP Office situated in Century..., - both individual and corporate - access to financial planning, and to assist them to achieve their financial goals, over the short...
and escalate any exceptions to management. Attending to email and telephonic enquiries from Wealth Managers and assistants... timeously. Cultivate strong relationships with clients, demonstrating a commitment to understanding their financial goals...
and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs...Closing Date 2025/11/28 Reference Number MMH221103-11 Job Title Talent Pool: Investment Consultant (Cape) Position...
and meaningful partnerships that will stand the test of time with investment and wealth independent financial advisors (IFAs...Closing Date 2025/11/21 Reference Number MMH221103-11 Job Title Talent Pool: Investment Consultant (Cape) Position...
Medical Aid Broker Sales Consultant (JB5017) Cape Town, Western Cape R18 000 – R23 000 CTC per month Permanent... Our client, a prominent provider of innovative and flexible solutions centered around health, wellness, and financial security...
Long Term Sales Consultant Our client is dedicated to supporting, growing and empowering clients with affordable... is within the financial planning business of our client, which comprises a large force of both tied and independent intermediaries...
Principal Product Consultant - ClaremontFull job descriptionABOUT US:Kurtosys provides asset and wealth managers... Consultant at Kurtosys Kurtosys, a leading fintech company empowering global financial institutions, is seeking a passionate...
Closing Date 2025/06/30 Reference Number MMH221103-12 Job Title Talent Pool: Retail Business Consultant (Cape Town..., a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed...
Closing Date 2025/06/30 Reference Number MMH221103-12 Job Title Talent Pool: Retail Business Consultant (Cape Town..., a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed...
Principal Product Consultant - ClaremontFull job descriptionABOUT US:Kurtosys provides asset and wealth managers... at KurtosysKurtosys, a leading fintech company empowering global financial institutions, is seeking a passionate Senior Product Consultant...
Job Summary "Medical Aid Broker Sales Consultant (JB5017) Cape Town, Western Cape R18 000 - R23 000 CTC per month... Permanent Our client, a prominent provider of innovative and flexible solutions centered around health, wellness, and financial...
solutions centered around health, wellness, and financial security, is seeking medical aid broker sales consultant...Medical Aid Broker Sales Consultant (JB5017) - Cape TownOur client, a prominent provider of innovative and flexible...
Medical Aid Broker Sales Consultant (JB5017)Cape Town, Western Cape R18 000 - R23 000 CTC per month Permanent... Our client, a prominent provider of innovative and flexible solutions centered around health, wellness, and financial security...
solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning... them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building...
products, asset allocation and risk profiles (upskill on the job if necessary) 2-3 years financial planning or wealth... Qualifications & Experience Relevant tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) Basic...
profiles (upskill on the job if necessary) 2-3 years financial planning or wealth management experience advantageous MS... tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) Basic knowledge of tax and ability...
profiles (upskill on the job if necessary) 2-3 years financial planning or wealth management experience advantageous MS... tertiary qualification is essential (Financial Planning/Investment Planning/B.Com) Basic knowledge of tax and ability...
to finalize for clients. Complete preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner... closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist...
experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultant MUST HAVE Previous working...Structured wealth solutions are currently recruiting new broker agents to join a team for Old Mutual. Requirements...