wealth administrator jobs in Centurion

Introduction 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...

BDO Pretoria has a vacancy for a Wealth Administrator. Reporting to the Operations Manager, BDO Wealth Advisers. Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following: - Process increases and alterations on existing business - Liaison with clients, written and verbal communication - Capturing and maintaining workflow on the workflow system - Scan...

Roles and Responsibilities Benefits | Perks: Company Laptop Employee Benefits depending on age restrictions. Possible incentives - as per the Company Incentive Policy. Location: Centurion,0046 Working conditions: Monday Friday 8:00 am 16:00 pm with 1 hour lunch break included. Due to the nature of the business, it is required that you be available to clients / urgent matters outside of these...

To provide comprehensive administrative leadership and support within the financial and wealth management environment. This role combines hands-on administrative duties with team leadership responsibilities, ensuring efficient operations, compliance with industry regulations, and superior client service delivery. The position requires a proactive, highly organized individual with strong...

Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...

Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spiritand innovative culture is committed to wealth creation and preservation, insurance, and incomeprotection for all our clients. We do this through our understanding of the retail insurance, savings,and investment markets in SA Role Purpose The Commissions Support Administrator (CSA)...

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...

Key Responsibilities - Providing full administrative and PA support to two Financial Advisors - Managing diaries, scheduling appointments, and coordinating meetings - Handling client correspondence and queries professionally - Preparing and submitting documentation for new business, amendments, and reviews - Liaising with product providers, insurers, and internal stakeholders - Maintaining...

The hiring organisation is a brand leader in the financial, wealth and healthcare industry. This role is based at the Company's head office in Centurion. Through our client-facing brands the Company with the Affiliate (wellness and rewards programme), and our other specialist brands, the group enables business and people from all walks of life to achieve their financial goals and life...

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...

Minimum Requirements: - Minimum Grade 12. - Minimum of 3 years experience in an administrative role within the long-term insurance or financial services industry. - Computer literate, including advanced MS Excel. - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Essential: Own vehicle and valid Drivers License. Roles & Responsibilities: - Client engagement, handling...

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...

IGrow Wealth Investments Group of Companies, proudly positioned as South Africa's #1 Investment company, is seeking Maintenance Administrators to join our team in Midrand, Gauteng. As a Maintenance Administrator you will be responsible for the administration, coordination, and control of maintenance workflows within the Maintenance Centre of Excellence. This role ensures that all maintenance...

Designation: - Employee Benefits Administrator | Wolwespruit, Pretoria, Gauteng | Permanent Category: - Administration and Operations Job Level: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: - PSG Financial Services Posted on: - 20 Feb 2025 Reference Number: - POS39523 Closing date: -...

Law firm is seeking an accomplished Senior Conveyancing Bond Secretary to join our RMB / FNB Bond department. The successful candidate will bring a minimum of 5 8 years current experience in conveyancing, specifically with private banking bonds. Prior exposure to FNB Private Clients, FNB Private Wealth, RMB Private Bank, or Investec Private Banking bonds is strongly preferred. The ideal candidate...

Position: Regional Manager Location: KZN 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 coaching and leading your team to success? Are you hungry for Sales and willing to go the extra mile to reach target? Then raise your hand because WE'RE HIRING!! It’s our mission to unleash the potential in our team, and we...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education: - A financial qualification is essential (e.g. B Com finance, accounting, investment management); - A Post Graduate diploma...

Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...

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...

Synopsis: A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. Job Description: Job Description/Duties: • Assisting Financial Planners in all their administrative tasks • Research product information • Prepare financial planning and investment proposals •...