Investment Planner

Location: Newlands, Cape Town, Western CapeRemuneration: R25 000.00 basic + commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice....

Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

**Requirements**: - B.Com. Honours in Financial Planning. - Post Graduate Diploma in Financial Planning will be added advantage. - Certified Financial Planner® will be added advantage. - Minimum 2 years in a similar role. - Advanced computer literacy. - Experience in use of X-Plan as FNA tool would be an advantage. - Microsoft Office knowledge (Word,...

Demand Planner [CPT] Supply Chain Cape Town South-Western Cape ~ Cape Town North-Western Cape We are looking for a talented Demand Planner to ensure our client's operations are run efficiently and are cost-effective. You will assist in all demand planning duties including estimating future product demand, analysing inventory flow, and developing forecast...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

ADP (a Lycopodium business) is recruiting for an experienced Senior Planner to join our growing Project Services team in Cape Town. This role will suit a self-motivated team player who is passionate about leveraging their previous experience and expertise to take their career to the next level. Reporting to the Senior Controls Manager, the Senior Planner...

Our client within the Financial and Investment services based in the UK and South Africa is currently recruiting for a self-motivated Senior Client Service Manager to join their dynamic team in Cape Town. Only candidates from the financial service will be considered.This is a full-time working from home role, with flexibility offered by the Company.To...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

Challenging Today. Reinventing Tomorrow. - We're invested in you and your success. Everything we do is more than just a project. It's our challenge as human beings, too. That's why we bring a thoughtful and collaborative approach to every one of our partnerships._ - At Jacobs, we challenge the status quo and redefine how to solve the world's greatest...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

**Listing reference**: click_015222**Listing status**: Online- **Position summary** **Industry**:FMCG & Supply Management - **Job category**:Supply and Demand**Location**:Cape Town - **Contract**:Permanent**Remuneration**:market related - **EE position**:Yes**Introduction** - Clicks is looking to recruit a Senior Demand Planner. The Purpose of this role is...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

**LOOKING FOR FINANCIAL ADVISORS - CAPE TOWN & OVERBERG AREAS** Make the right choice and start 2023 with our dynamic team. Take your career to the next level with the backing of the national brand. **To market**:Onshore, Offshore Investments, Commercial, Personal Short Term Insurance, and insurance products. **Minimum requirements**: - Matric - NQF5 -...

PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

New & Existing Clients: - Scan client base and target market for financial planning opportunities - Generate leads by identifying appropriate clients/prospects - Contact clients/prospects to introduce or position products and service offering - Create interest and secure financial planning meetings with prospects/clients - Deliver quality financial planning...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...