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Results for draft in "draft", Full-Time in Jobs in Cape Town in Cape Town
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Join a dynamic wealth management environment where youll play a key role in delivering a seamless onboarding and servicing experience for high‑net‑worth clients.Why join this team?Contribute directly to the client experience by preparing fully compliant new‑business casesWork closely with Private Wealth Managers and internal stakeholders across a fast‑paced, client‑centric environmentEngage with high‑net‑worth clients and leading industry providersBe part of a team that values professionalism, accuracy, and strong client relationshipsWhat you will be doing:Manage the full client onboarding & FICA verification processGenerate provider quotes, investment proposals, and risk proposalsHandle end‑to‑end case management:Prepare internal and provider documentationUpload signed documents to internal CRM/platformsImplement transactions for both new and existing clientsMaintain high‑quality record keeping and ensure full compliance on all casesDraft and send client and provider correspondenceProcess servicing transactions, including:Switches and fund selectionsRisk servicingDebit order amendmentsWithdrawals and additional contributionsResolve ad‑hoc client queries (beneficiary changes, personal detail updates)Liaise with internal stakeholders (Wealth Managers, Compliance, Managers) and external parties (clients, providers, broker consultants)What we are looking for:Minimum 3 years paraplanning or case‑preparation experienceStrong understanding of Record of Advice, Financial Needs Analysis & regulatory complianceSolid financial services product knowledgeMatric + RE5Computer literacy and excellent written/verbal communication skillsAbility to manage workload independently and meet deadlines in a high‑pressure environmentStrong attention to detail, sound judgement, and client‑centric mindsetHigh resilience, professionalism, and proactive problem‑solving capabilities5+ years experience in case preparationExposure to Elite system (advantageous)Wealth Management qualification (NQF 5/6, 120 credits) or CFP advantageousBenefits and unique aspects: High exposure to private wealth and complex client portfoliosOpportunity to build strong technical expertise in financial planning processesCollaborative role with both operational and client‑facing interactionsFast‑paced environment ideal for individuals who enjoy structured, compliance‑focused workIf you havent heard back from us within two weeks of submitting your application, unfortunately your applicatio
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1258636-Job-Search-2-3-2026-7-48-04-AM.asp?sid=gumtree
11h
Job Placements
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R30 000 pm (neg)
Support Director within this fast paced Real Estate
Conveyancing practice processing a range of general Transfer matters, i.e.
Conventional, Sectional Title, Developments as well as Corporate Bonds working
from inception through to lodgement and registration phase. This role requires you to function
independently working from opening of files to final calculations, processing
all finance drafting independently, including all client liaison as well as all
Reporting
Post requires a highly competent Conveyancing
Secretary (possessing a minimum of 5 years general Conveyancing experience working
independently) Prospective candidates need to be
technically strong and have a background having worked within a high volume Conveyancing Department and possess the ability to produce whilst under pressure.
Grade 12, Conveyancing Paralegal Diploma, a stable
work record and contactable references are essential.
Remuneration package is negotiable and dependent on
skill set and related experience.
If you have the required experience: Please email your
cv onto hrobjectives@mweb.co.za
22d
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Estate managerA well-established Homeowners’ Association (“HOA”) in Century City, Cape Town, is looking for an Estate Manager to manage the day-to-day operational matters of the estate. The successful candidate will be a professional person who can multitask on various matters without supervision, able to take initiative, and is detail-oriented.The estate consists of 85 free-standing homes and 312 apartments.Duties and responsibilities All day-to-day operations of the estate (required to walk around the estate at least once a day).Manage contractors/service providers and ensure that they are performing their duties in terms of the contracts with the HOA. Contractors/service providers include, inter alia, security, garden service, and cleaning.Manage an Administrator and a “handyman”.Ensure that, inter alia, electric fence, pool and pond pumps, access control/security equipment are operational and regularly inspected and maintained.Manage overall aesthetics of the estate by ensuring that any common property items requiring maintenance/cleaning are performed, and identifying any free-standing houses that require maintenance (visible from common property)Manage maintenance (ad hoc or scheduled) and other work required -Obtaining quotesPresenting quotes to trustees (with a recommendation) and obtaining trustee approval.Once approved, managing the work required to be done and ensuring that the work quoted for is doneSigning off on the work and confirming to trustees that the work has been completed to an acceptable standardEnsuring supplier invoices are paid by the managing agentsEnsure that maintenance plans for the HOA and the 2 bodies corporate are in place, current and adhered to.Monitor renovations to ensure that it is done in accordance with the architectural guidelines and to identify deviations as soon as possible.Ensure that health and safety compliance is adhered to, including arranging evacuations and ensuring that fire extinguishing equipment is maintained and servicedEnforcement of the estates rules by identifying transgressions. Issuance of warnings and fines is managed by a disciplinary committee, and an Administrator is responsible for the drafting of letters and correspondence, but the estate manager needs to be able to assist when required and be aware of warnings and fines.Process access control requests for new residents.Liaise with Century City Property Owners Association security and the HOA security provider to proactively identify and address security risks and manage security incidents.Manage owner and resident queries and either communicating requests to trustees (if required) or dealing with the query.Monitor and report tasks required in the estate.Provide a weekly report to tru
https://www.jobplacements.com/Jobs/E/Estate-Manager-1204297-Job-Search-07-18-2025-02-00-14-AM.asp?sid=gumtree
7mo
Job Placements
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Key ResponsibilitiesManaging transfer files from instruction to registrationDrafting and preparing transfer documents and related correspondenceLiaising with clients, estate agents, banks, and Deeds OfficeAttending to FICA requirements and compliance documentationOpening, maintaining, and closing files accuratelyManaging diaries, follow-ups, and deadlinesGeneral conveyancing administration and secretarial dutiesRequirementsMinimum 25 years experience as a Conveyancing Secretary (Transfers)Strong knowledge of conveyancing processes and proceduresExperience dealing with Deeds Office and bank instructionsExcellent typing, organisational, and communication skillsAbility to work under pressure and meet strict deadlinesProficient in MS Word and legal conveyancing systemsWhats on OfferCompetitive market-related salarySupportive and professional working environmentOpportunity to work with an established legal team
https://www.jobplacements.com/Jobs/C/Conveyancing-Secretary-Transfers-1249746-Job-Search-01-09-2026-04-03-14-AM.asp?sid=gumtree
25d
Job Placements
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