Financial Planner

4 weeks ago

East Rand, South Africa Liberty Standard Bank Group Full time

Financial Planners We at Liberty are geared for success and expanding our Sales Force We, Liberty , are recruiting Financial Planners for a rapidly expanding wealth management salesforce with a reputation for excellence. These exciting and lucrative positions are based at various offices close to you. The company will give you the skills and ability to build your own client base and invest in your current network. You will be required to provide clients with quality service so that they will reach their personal financial goals. The ideal candidate will be a financial/commercially qualified, with great sales and business acumen, excellent networking and prospecting skills. The ideal candidate will also be someone who wants to build a career in the wealth management environment, who is customer focussed, service-orientated, and sales driven. Responsibilities Sourcing and meeting potential clients Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc. Completing financial needs analysis on clients. Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed. Protect, secure, and grow clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning. Providing investment opportunities across a broad spectrum of regulated products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Requirements Tertiary Qualifications Relevant tertiary qualifications will be highly desirable. Financial Planning Qualifications RE5, NQF5, CFP, etc. will be beneficial, but not essential. Experience Finance, Financial planning, or Wealth Management experience. Personality Customer-centric & results driven. Professional Communication standards Clear credit record, with no criminal record. Valid drivers license (compulsory). Own reliable transport (compulsory). Further to meeting all the minimum requirements, the following criteria would be essential: Entrepreneurial mindset (must be able to work independently). Exceptional Interpersonal skills. An established network of clients and the ability to prospect for new business. Sales ability. Tenacity. Effective planning, organizing, and time management skills. Computer literacy. Benefits Excellent performance-linked earning potential. The best training in wealth management working alongside financial experts. The opportunity to attain official financial planning & services qualifications. Utilise established support tools & services of an international business. Salary Highly lucrative commission-only earnings. Operating costs like office space, communication, IT, and general office support are included.

  • Buyer/ Planner

    4 days ago

    West Rand, Gauteng, South Africa Unique Personnel Full time

    **Job Number** - 70574 **Job Type** - Permanent **Job Title** - Buyer/ Planner **Computer Skills** - MS Excel,SAP **Industry** - kitchenequip **City** - Johannesburg (West Rand) **Province** - Gauteng **Key duties and responsibilities will include, but will not be limited to**: - Performs and manages day-to-day data collection, implementation,...

  • Financial Planner

    1 day ago

    East London, Eastern Cape, South Africa Sanlam Limited Full time

    Location:East London, Eastern Cape, ZAWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves...

  • Production Planning Administrator

    1 week ago

    East Rand, South Africa Unique Personnel Full time

    **Job Number** - 72186 **Job Type** - FT Contract **Job Title** - Production Planning Administrator **Computer Skills** - SAP,MS Office **Industry** - Chemical **City** - Ekurhuleni (East Rand) **Province** - Gauteng - The incumbent will be responsible for internal and external customer services and adherence to customer specific requirements related...

  • Production Manager

    4 days ago

    East Rand, South Africa Unique Personnel Full time

    **Job Number** - 70338 **Job Type** - Permanent **Job Title** - Production Manager **Computer Skills** - Intermediate to Advanced MS Office,Six Sigma **Industry** - Building - Construction **City** - Ekurhuleni (East Rand) **Province** - Gauteng - PURPOSE AND SCOPE: - The Production Manager carries out his/her duties as instructed by the Operations...

  • Sales Professionals to Be Trained As Financial

    3 weeks ago

    West Rand, Gauteng, South Africa Featherway Recruiting Full time

    **Sales Professionals to be trained as Financial Planners.** **JHB - PTA- CT- DBN** Join an elite group of sales professionals who have chosen a lucrative career path specialising in Financial Planning. The Hereford Group of Companies was established in February 1995. Since its founding year the Group has experienced exponential growth. The Hereford brand...

  • Investment Planning Specialist

    2 days ago

    East London, Eastern Cape, South Africa Momentum Full time

    At Momentum, we are seeking an experienced Financial Business Partner to join our team. This role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal abilities.Responsibilities:Liaise and interact with clients and/or customers via approved communication channels in a positive and helpful manner.Monitor...

  • Financial Planning Partner Assistant

    1 week ago

    East London, South Africa HeadHunters Full time

    **Reference** - PE002345/RW**Location** - Eastern Cape, East London**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry **is currently looking to employ a **Financial Planning Partner Assistant based in East London.** **A wonderful career opportunity awaits you.** **Requirements**: -...

  • Paraplanner & Business Development Co-ordinator

    1 week ago

    East London, South Africa Montana Resourcing Full time

    **Purpose of role** - Business development and para planning support for a panel of Financial Advisors and the regional Portfolio Manager. - Assist in developing, activating and executing on an Advisor’s prospecting plans. - Identify business development opportunities in each Advisor practice. - Ensuring each Partner supports and executes on the Adviceworx...

  • Key Business Development Financial Services Expert

    1 day ago

    East London, Eastern Cape, South Africa The Recruitment Council Full time

    Job DescriptionThis leading Asset Manager is seeking a skilled Junior Financial Advisor to join their team in East London. As a key member of the business, you will contribute significantly to the company's overall profitability by assisting advisory partners with supporting documentation and compliance requirements for existing and new clients.You will need...

  • Private Wealth Strategist

    2 days ago

    East London, Eastern Cape, South Africa Momentum Full time

    Join us at Momentum as a Financial Business Partner, where you will play a key role in providing financial services and expert advice to high-income clients. This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional client experiences.Key Responsibilities:Develop and maintain strong...

  • Wealth Management Advisor

    2 days ago

    East London, Eastern Cape, South Africa Momentum Full time

    We are seeking an experienced Financial Business Partner to join our team at Momentum. The successful candidate will be responsible for providing financial services and expert advice to high-income clients.Responsibilities and Requirements:Provide comprehensive financial services and expert advice to high-income clients, focusing on investments.Analyze...

  • Junior Financial Advisor – East London

    1 day ago

    East London, Eastern Cape, South Africa The Recruitment Council Full time

    This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new...

  • Area Manager

    2 days ago

    East London, Eastern Cape, South Africa PPS Recruitment Full time

    To manage Broker sales for the PPS. He/ she is responsible for managing Broker Consultants & Investment Specialists, training Brokers and achieving sales targets for the unit.The focus of this job is making connections with people, motivating and inspiring them to achieve results. Poise and an engaging, empathetic communication style based on natural warmth...

  • Business Consultant

    6 days ago

    East London, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...

  • Planned Maintnenance Reporting Analyst

    2 weeks ago

    West Rand, Gauteng, South Africa Bridge Personnel Concepts Full time

    The Planned Maintenance Reporting Analyst is accountable for **ensuring data integrity and**, **developing and generating planning**, **control systems and maintenance information** and **reports to enable Engineering Asset Management trend analysis and decision support.** **Minimum Requirements**: - ** Grade 12 / N3**: - ** N6 or B-Tech in Engineering...

  • Company Secretary

    1 week ago

    East London, South Africa Staff Solutions Full time

    **Eastern Cape**, East London** **Negotiable Cost To Company (Market related, Negotiable)** **Opportunity Available!! Our leading client in the Business Development sector is looking to employ a Company Secretary to join their team in East London.** **Manage Board Governance**: *** - **Ensure that statutory documentation within the organisation is in...

  • Technical Storekeeper

    7 days ago

    East London, South Africa Nestle Operational Services Worldwide SA Full time

    **Location**: East London **Company**:Nestlé **Position**: Technical Storekeeper **Qualification**: Grade 12 with Maths, Diploma in Engineering or Logistics will be advantageous **Experience**: 3 years’ experience in technical field preferably food or FMCG industry as artisans, technician, store man or other similar positions. **Closing Date**:09...

  • Production Supervisor

    1 week ago

    East London, South Africa Kenvue Full time

    **Production Supervisor**-2307001531W Description Kenvue, part of the Johnson & Johnson Family of Companies (Kenvue), is currently recruiting for: Production Supervisor This position reports into Nadia Grobbelaar and is based at East London, South Africa. **Who we are** At Kenvue, part of the Johnson & Johnson Family of Companies, we believe there is...