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

Requirements: Minimum criteria for Financial Planners: Matric Certificate. RE5 Certificate. FSCA recognised NQF5 qualification or higher. At least two years experience and qualified in the basic sub-categories (not under supervision): Long-Term Insurance s

To qualify for this position, you need: Have a relevant diploma/degree (financial qualification advantageous - RE5 certification) Minimum 2 years of property sales experience, or experience in a financial advisory role Track record of excellence in achievi

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)

We are currently growing our network of advisers. Begin a new career as a Financial Planner with proven support, flexibility, and unlimited earning potential.Qualifications: Matric (essential) Degree (preferable) Regulatory Exam (RE exam) (highly advantage

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

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