Menu Close

Bellville: SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Bellville: SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

Posted on 2025-05-05 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Cape Town City Centre  / Bellville

Job Summary

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed salary. Your: Formal Education: BCom Post Graduation Diploma in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role. Verbal and written communication, in English and Afrikaans, at all levels will nable you to do the following duties: Client Portfolio Reviews Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Conduct client reviews and ensure timely submission of review reports in alignment with company guidelines. Servicing of Existing Clients Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Address and resolve client concerns, queries, requests, and complaints pertaining to their portfolios. Facilitate the opening of CCM accounts and authorize payments as required. Assist clients with tax-related queries. Support clients in preparing and signing wills and assist with estate execution in collaboration with the appointed executor. Uphold and apply the principles of the Treating Customers Fairly (TCF) Policy in all client interactions. Demonstrates a good understanding of shares and offshore investment processes. Generating New Business Proactively identify new business opportunities and promote the full range of services and products offered by EFG. Responsible for compiling estate duty calculations, risk cover, and investment proposals. Leadership & Support to Wealth Team Oversee Junior Wealth Managers to ensure adherence to supervision compliance requirements. Identify training needs within the Wealth Team and coordinate necessary training sessions. Conduct quality control on the outputs of Wealth Managers to maintain high standards of client service and portfolio management. Collaborate with service providers to address and resolve client service issues. General Administration Document all client interactions promptly after completion. Maintain and update client records and databases, including static data. Ensure compliance with FICA and FAIS legislative requirements.

View Job  South Africa: Admin Assistant (9 Month Temporary Contract) posted by Joubert & Associates

Click Go Apply to apply online!

Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Bellville, Cape Town City Centre


More jobs in Bellville




More jobs in Cape Town City Centre




Browse Accounting / Finance Jobs




Browse Unspecified Jobs



Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions

Bellville: Sales Representative posted by Manufacturer

We are looking for a driven Sales Representative with experience in the agricultural, industrial, manufacturing sector to join our team!Requirements Minimum...


View Job
Sales Representative

Bellville: Operations / Area Manager posted by ML Technologies

A progressive Company operating in the field of CCTV Surveillance Monitoring and Protection is looking for an Area Manager that will be based in Cape...


View Job
Operations / Area Manager

Bellville: Junior Python Developer (JB5233) posted by Kontak Recruitment

Junior Python Developer JB5233Bellville, Cape Town, Western Cape Hybrid 3 days office, 2 remoteCompensation Dependent on experienceCategory Information...


View Job
Junior Python Developer (JB5233)

Bellville: MEDICAL SECRETARY posted by Medical Practice

An established Private Medical Practice based in Bellville, Cape Town is looking to hire an experienced Secretary to join their team. Responsibilities...

View Job  Johannesburg North: Debtors Controller - Contract posted by Network Finance

View Job
MEDICAL SECRETARY

Cape Town City Centre: Motorbike Driver (Bellville)

Position available for a Motorbike Driver in Bellville. Minimum Requirements Must have valid Motorbike license. Must have a smart phone with GPS...


View Job
Motorbike Driver (Bellville)

Bellville: Internal Sales Executive – Metal Sector

REQUIREMENTS Valid code 8 drivers license COMPULSORY Matric or National Diploma highly advantageous Estimating experience in a Technical andor Engineering...


View Job
Internal Sales Executive – Metal Sector

Bellville: SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio of clients for a fixed...


View Job
SENIOR FINANCIAL ADVISOR/WEALTH MANAGER

South Africa: Tender Coordinator / Administrator (Bellville – Cape Town)

Job Purpose The Tender Administrator is responsible for managing and coordinating the tendering process for projects, ensuring that all submissions are...


View Job
Tender Coordinator / Administrator (Bellville – Cape Town)

Bellville: Office Administrator

OFFICE ADMINISTRATOR Bellville R15 000 R20 000 We are currently seeking a dynamic and highly organised individual to join our team in the role of Office...


View Job
Office Administrator

Bellville: Business/Systems Analyst

Systems Analyst Agent R17500.00 basic Bellville Functional Duties and Responsibilities Provide responsive and courteous technical and system support to...


View Job
Business/Systems Analyst

Bellville: IT Team Leader

Job Title Service Desk Team Lead IT Location Bellville Employment Type Full Time Job Summary We are seeking a highly skilled and motivated IT Technical...


View Job
IT Team Leader

Bellville: PARA-PLANNER – BELLVILLE

Our client with national footprint requires a Para-planner. Your Education A financial qualification is essential e.g. B Com finance, accounting, investment...


View Job
PARA-PLANNER – BELLVILLE

Bellville: Fruit Accountant – Bellville

Requirements Matric with relevant qualifications 5 years experience in fruit accounting or cost accounting Computer literate with advanced Excel skills...


View Job
Fruit Accountant – Bellville

Bellville: PARAPLANNER – BELLVILLE

Our client with national footprint requires a Para-planner. Your Education A financial qualification is essential e.g. B Com finance, accounting, investment...


View Job
PARAPLANNER – BELLVILLE

Bellville: Internal Sales Cost Estimator – Metal Engineering

REQUIREMENTS Valid code 8 drivers license COMPULSORY Matric or National Diploma highly advantageous Estimating experience in a Technical andor Engineering...

View Job  Johannesburg: Financial Manager

View Job
Internal Sales Cost Estimator – Metal Engineering

Bellville: FINANCIAL MANAGER / SENIOR ACCOUNTANT

RESPONSIBILITIES Lead and oversee the migration of Excel-based pooling account models into Palbroker Manage and guide the finance team responsible for daily...


View Job
FINANCIAL MANAGER / SENIOR ACCOUNTANT

Bellville: FINANCIAL MANAGER

RESPONSIBILITIES Financial Reporting Compliance Prepare and review financial reports for group entities in accordance with IFRS and applicable accounting...


View Job
FINANCIAL MANAGER

Bellville: ACCOUNTANT / BOOKKEEPER [BILLING]

RESPONSIBILITIES Preparation of all levy invoices including utilities and following up on payments. Liaising with portfolio managers before billing run is...


View Job
ACCOUNTANT / BOOKKEEPER [BILLING]

Bellville: Financial Controller

My client in Financial Services is seeking two dynamic and self-motivated Financial Controllers to join our team on a 6-month contract from April to...


View Job
Financial Controller

Bellville: Storeman

â Minimum Requirements Proven experience in a storeman or warehouse role Ability to operate warehouse equipment e.g., forklifts, pallet jacks Strong...


View Job
Storeman

Bellville: Diesel Mechanic

â Minimum Requirements Proven experience as a Diesel Mechanic or similar role Strong knowledge of diesel engines and systems Proficiency with diagnostic...


View Job
Diesel Mechanic

Bellville: Logistics Coordinator

â Minimum Requirements Proven experience in logistics or supply chain coordination Strong organizational and multitasking skills Proficiency in logistics...


View Job
Logistics Coordinator

Bellville: HSE Officer

â Minimum Requirements Experience in HSE compliance, specifically for cranes, riggers, and heavy machinery Strong organizational skills and attention to...


View Job
HSE Officer

Bellville: Receptionist

â Minimum Requirements Switchboard experience Proficiency in Pastel a must Excellent people and communication skills Able to assist with ad hoc duties and...


View Job
Receptionist

Bellville: Fleet Controller – Abnormal Transport

â Minimum Requirements Grade 12 Matric Experience in the abnormal heavy haulage industry preferably Computer literacy and proficiency in Microsoft Office...


View Job
Fleet Controller – Abnormal Transport

Share this to someone who needs a job:
Posted in Accounting / Finance, Jobs in Bellville, Jobs in Cape Town City Centre
Tagged ,

More Jobs in Your Area