Durban: Financial Planner

FINANCIAL PLANNER/ BROKERCOMMISSION/ PERFORMANCE BASEDSANDTON/ PRETORIA AREAExcellent career opportunity and earning potential offered for experienced Financial Planner who is seeking a change. Candidate requires the RE Examination and previous sales exper

Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes in income by due date etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, prac

Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and s

We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are

South African`s #1 Property Investment Group is looking for Financial Advisors/Planners to join their fast growing and dynamic team!TRANSFORM YOUR CAREER IN FINANCIAL PLANNING!Fully registered with the relevant financial institutions and authorities, our s

Our client in the Life Insurance Industry are looking to invest in the future of passionate and target-driven individuals as a Financial Planner. Please send CV and latest pay slip to AtripleA recruitment & temps Financial Planner / Sales Consultant (It)

DescriptionHire Resolve is currently seeking a  Financial Planner to join our client`s team , working at a mill in the KZN Midlands. .As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients in

Hire Resolve`s Client is seeking a dedicated and experienced Financial Planner to join their dynamic team.As a Financial Planner, you will work closely with clients to understand their financial goals, analyse their current financial situation, and develop

Join our client`s team as a Financial Planner, where you`ll be instrumental in helping clients navigate their financial landscape. In this role, you will assess clients` financial situations, understand their long-term goals, and create tailored financial

We are seeking an experienced and highly skilled Wealth/Financial Planner to join our client`s team. The ideal candidate will have a strong background in finance and wealth management, with proven experience in creating comprehensive financial plans for cl

Job Title: Financial PlannerLocation: PECompany: Financial ServicesJob Type: Full-timeWe are seeking a highly motivated and skilled Financial Planner to join our client`s team. The ideal candidate will be responsible for providing financial guidance and ad

Job Title: Certified Financial PlannerLocation: George WC, or Cape Town WCCompany: Property Investor with over 30-40Mil in PropertyJob Type: Full-timeSalary: Commission BasedJob Description:We are seeking a highly-skilled and experienced Certified Financia

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support

My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for! Responsibilities:

Job Description: An exciting opportunity has arisen for an experienced Administrative Assistant to provide comprehensive support to a team of Financial Advisers/Planners. The successful candidate will be responsible for assisting with daily administrative

Scope of Works Financial analysts are responsible for tracking a company``s financial performance against a plan, analyzing business performance and market conditions to create forecasts, and helping senior management make tactical and strategic decisions

Responsibilities:Work with company book of clients to meet and review their portfolio providing professional financial advice and offeringsProspect and obtain new clients in the market to add to it`s already extensive bookProvide financial products and ser

Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Wealth Manager to discuss with client, changes inincome by due date etc. - Coordinate and produce annual reviews incl. reports etc.- Emails, practice

Purpose of the Role: Provide accurate, relevant and timeous management reporting. Co-ordinate the budgeting, forecasting and reporting cycles. Provide statutory reporting requirements. Analyse data to provide valuable insights to the Financial Manager. Min

Purpose of the Role:Provide accurate, relevant and timeous management reporting.Co-ordinate the budgeting, forecasting and reporting cycles.Provide statutory reporting requirements.Analyse data to provide valuable insights to the Financial Manager.Minimum