ParaPlanner - Financial Planning

Attention: Please note that the hiring team responsible for this position will be using the PikUniq platform for candidate screening and conducting one-way interviews. Each application received will be carefully evaluated and screened. Further information on how to get started will be provided. We are looking forward to receiving your application.Position:...

Key responsibilities Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance Preparation of Financial Plans (Death, Disability, Retirement and Estate) Investment Portfolio and underlying Fund Investigations and formulating of ideas forrecommendations Client portfolio investigations (both investment and...

Company is looking for experienced life and investment financial advisors to be based in Umhlanga. Company offers the following: ü Provision of office space and full infrastructure for financial advisors ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms ü Telephony services, i.e....

Company is looking for experienced life and investment financial advisors to be based in Umhlanga.Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e....

**Responsibilities** - Provide financial planning support to clients - Prepare financial plans and check their accuracy - New business development - Relationship building **Qualifications** - NQF5 Industry recognised qualification (minimum of 120 credits) - RE 5 (preferable but not essential) - Honesty, integrity and good standing - Clear criminal record -...

**Responsibilities** - Provide financial planning support to clients - Prepare financial plans and check their accuracy - New business development - Relationship building **Qualifications** - NQF5 Industry recognised qualification (minimum of 120 credits) - RE 5 (preferable but not essential) - Honesty, integrity and good standing - Clear criminal record -...

Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in...

Tescon Financial Services, the largest and most profitable Discovery franchise in Durban, with expanding offices in Johannesburg and Capetown. Our independent brokerage for non-Discovery business has been thriving for over 30 years, thanks to our dedicated administrative staff. We are on the look out for strong Financial Advisors to take their career to the...

What will make you successful in this role? - Conduct financial needs analyses and drafting of plans by: o Gathering appropriate information regarding client’s needs and requirements o Analysing all relevant information obtained o Generating quality recommendations that are legislatively compliant - Create financial plans and solutions for presentation to...

Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our Vision:...

**Job Description** Planning Officer **Location** : Durban **Position Type**: Permanent - Full time **Start Date**: Immediately **Salary**: Market - Related **Position Overview**: To monitor and track actual operational performance against planned performance through budgeting, forecasting and divisional reports. **Required Knowledge And Experience** -...

Skills required to perform role 1.1. National Diploma in Accounting or BCom degree 1.2. A minimum of five (3 -5) years of experience in a similar position, with at least 3 years in stevedoring or coordination environment. 1.3. Good analytical ability. 1.4. Organizational skills. 1.5. Ability to communicate at all levels written and verbal. 1.6. Sound...

Skills required to perform role1.1. National Diploma in Accounting or BCom degree1.2. A minimum of five (3 -5) years of experience in a similar position, with at least 3 years in stevedoring or coordination environment.1.3. Good analytical ability.1.4. Organizational skills.1.5. Ability to communicate at all levels written and verbal.1.6. Sound...

**Requisition ID** 47458 **Position Type** FT Permanent **Recruiter **#LI-RG1 **Posting Type** LI Kerry offers the industry’s largest portfolio of Taste & Nutrition Systems and Functional Ingredients & Actives, serving the Global Food, Beverage and Pharmaceutical industries. We work with the world’s top Retailers and Manufacturing companies to produce...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

**The Person**: - B.Com (Accounting) / Honours. - CA (SA) or CIMA an advantage. - Min 5 years experience in a manufacturing environment. **The Job**: - Financial Control: - Prepare and consolidate budgets, forecasts and Flash results. - Close alignment with Plant Financial Controllers for collecting and analysing data & reports. - Monitor performance...