South Africa: Financial Planner / Sales Consultant (It) posted by AtripleA recruitment & temps

We`re looking for an experienced Appointment Setter to join our team and help grow our financial planning business.Your responsibilities will include:Calling potential clients from provided leads and dataBooking appointments for our financial plannerWorkin

Minimum requirements: Degree in finance, accounting, economics or similar Excellent knowledge on Excel, Word and Outlook Proficiency in Afrikaans and English would be beneficial Minimum 3 years` experience in Financial Planning would be beneficial Will be

Our client providing holistic Short Term & Long Term Insurance solutions to Individuals and Businesses, is seeking a Financial Paraplanner to join their team. This is an exceptional role for someone who has a passion and knowledge of the long term insuranc

We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Requirements: 3 - 5 years of financial planning experience Experience managing existing clients Tertiary qualifications: Minimum NQF Level 6 qualification R

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

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

Hire Resolve is currently partnering with several esteemed clients seeking experienced Wealth/Financial Planners to join their teams in South Africa. These roles are ideal for professionals who excel in providing personalized financial guidance,

 Hire Resolve is looking for an experienced Wealth/Financial Planner to join our client, a prominent financial institution. This role is ideal for a driven professional with a proven background in wealth management and an established client base. Loca

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

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

We have an exciting opportunity for a Financial Planner with one of our clients based in Cape Town. Requirements:3 - 5 years of financial planning experienceExperience managing existing clientsTertiary qualifications: Minimum NQF Level 6 qualification