Financial Planning Associate
7 months ago
Our Client is currently seeking a Financial Planning Associate to join their team of professionals in Cape Town. The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors’ involvement is not required. You must have a full understanding of investment products, legislative requirements relating to investments and retirement, as well as tax in the context of financial planning.
**Responsibilities**:
- Investment Products knowledge:
- Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
- Discretionary investments
- Endowments
- Tax-free savings investments
- Value Chain Management:
- Develop productive working relationships with colleagues and clients within and outside the organization.
- Propose solutions and draft financial recommendations aligned with client goals, needs, and objectives.
- Prepare Financial Planning Proposals:
- Ensure proposals are prepared within SLA timeframes.
- Proposals should be accurate and in the correct format, captured in the CRM system.
- Prepare Portfolio Reviews:
- Prepare reviews for clients within SLA timeframes.
- Reviews should be accurate, in the correct format, captured in the CRM system.
- Discuss reviews with clients, capture feedback on CRM.
- Highlight income sustainability, notify members if income is not sustainable.
- Case Management:
- Attend to case requests within SLA timeframes.
- Categorize cases correctly, provide accurate feedback.
- Capture all cases in the CRM system.
- General Administration:
- Keep templates up-to-date with legislative changes.
- Test new CRM functions and processes as required.
- Provide technical support on retirement funds, legislation, and tax to advisors.
- Authorize CCM payments.
**Requirements**:
- Bachelor’s degree
- Postgraduate Diploma in Financial Planning
- CFP® (Certified Financial Planner)
- Regulatory Examination (RE5) (Completed)
- Attention to detail
- Effective communication skills
- Deadline driven
**Benefits**:
- Our client is offering a highly competitive salary for this role based on experience.
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
-
Regional Manager: Short-term Insurance Bellville
3 weeks ago
Bellville, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time**PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: The Regional...
-
Professor/associate Professor in Management
9 months ago
Bellville, South Africa University of the Western Cape Full timeThe Faculty of Economic and Management Sciences, offers a range of undergraduate and postgraduate programmes that educates the students across academic units including Accounting, Economics, Industrial Psychology (Human Resources Management), Information Systems, Institute for Poverty, Land and Agrarian Studies (PLAAS), Institute for Social Development,...
-
Planning Assistant- Demand Planning
7 months ago
Bellville, South Africa Cipla Full time**DIVISION**:Supply Chain **DEPARTMENT**:Planning **EMPLOYMENT TYPE**: Permanent **PURPOSE** - Play a crucial role in supporting the demand planning team to ensure accurate forecasts and optimal inventory levels are maintained while meeting customer demands. - Assist in analysing historical sales data, market trends, and customer forecasts to accurately...
-
Professor / Associate Professor
7 months ago
Bellville, South Africa University of the Western Cape Full timeFacilitate learning and teaching of Inorganic Chemistry at undergraduate and postgraduate levels; - Conduct research and publish in appropriate high impact journals; - Obtain external funding to conduct research and help guide research efforts in the field of Inorganic Chemistry; - Undergraduate and postgraduate supervision; - Provide academic leadership; -...
-
Chief Financial Officer
9 months ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...
-
Bellville, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time**PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.** **Job description**: The...
-
Financial Adviser Bellville
3 weeks ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Bellville, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeJob Summary:The ideal candidate for this role will possess strong analytical skills and the ability to interpret financial data, identifying trends and areas for improvement. They will have excellent communication skills, enabling them to effectively present findings to senior management and other stakeholders.Key Responsibilities:Analyze weekly invoices and...
-
Professor / Associate Professor
3 weeks ago
Bellville, South Africa University of the Western Cape Full timeAcademic leadership within the Department - Facilitation of learning and teaching at undergraduate and postgraduate levels - Conducting research and publishing in the field of public law - Supervising undergraduate and postgraduate students - Academic administration - Curriculum development and assessment - Community engagement **Minimum...
-
Professor / Associate Professor
24 hours ago
Bellville, South Africa University of the Western Cape Full timeAcademic leadership within the Department - Facilitation of learning at undergraduate and postgraduate levels - Conducting research and publishing in the field of private law - Supervising undergraduate and postgraduate students - Academic administration - Curriculum development and assessment - Community engagement and academic citizenship **Minimum...
-
Chief Financial Officer
5 days ago
Bellville, South Africa Sanlam Full timeAbout Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...
-
Associate Professor in Information Systems
9 months ago
Bellville, South Africa University of the Western Cape Full timeThe University of the Western Cape (UWC) is a vibrant, diverse and dynamic university, rooted in the African continent with an increasing global reach. UWC actively responds in critical and creative ways to the development needs of the country, within an ever-changing and challenging global context. The Faculty of Economic and Management Sciences, offers a...
-
Professor / Associate Professor
5 days ago
Bellville, South Africa University of the Western Cape Full timeFacilitate learning and teaching at undergraduate and postgraduate levels in the SRES department. - Conduct research and publish in the field of Sport Sciences/Biokinetics. - Undertake undergraduate and postgraduate supervision. - Undertake curriculum development and assessment. - Undertake community engagement and outreach. - Provide academic...
-
Professor / Associate Professor
3 months ago
Bellville, South Africa University of the Western Cape Full timePost Number- 8021883 (ITS 0315)- Faculty/Department- University of the Western Cape -> Community & Health Sciences -> Sport, Recreation & Exercise Science (SRES)- Type of Position- Permanent - Full Time- Length of Contract Period- Location- Main Campus - Bellville, WC ZA (Primary) - Closing Date- 1/11/2024**Role Clarification & Key Performance Areas** -...
-
Hfm Administrator: Group Financial Reporting
5 days ago
Bellville, South Africa Sanlam Full timeWho are we? Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well...
-
Planning and Procurement Manager
7 days ago
Bellville, South Africa Job Crystal Full time**RESPONSIBILITIES AND DUTIES**: - Able to identify problems/concerns with execution of a duties and inform relevant parties - Able to negotiate with Suppliers whilst maintaining good working relationships - Be able to forecast based on analytics, sales trends and knowledge of product life cycle - Able to delegate and follow up, convince and lead in order...
-
Professor/associate Professor
2 weeks ago
Bellville, South Africa University of the Western Cape Full timeThe University of the Western Cape (UWC) is a vibrant, diverse and dynamic university, rooted in the African continent with an increasing global reach. UWC actively responds in critical and creative ways to the development needs of the country, within an ever-changing and challenging global context. The Department of Medical Biosciences is comprised of the...
-
Sales Unit Manager
8 months ago
Bellville, South Africa Bayport Financial Services Full time**The purpose of this position is to**: Ensure the smooth running of the allocated Sales Unit by compiling and implementing sales, marketing and promotional plans. Positively manage performance of all agents, as to meet and exceed sales targets, thereby ensuring growth and service delivery according to Bayport Financial Services business and operational...
-
Associate Professor
24 hours ago
Bellville, South Africa University of the Western Cape Full timeThe Department of Social Work, situated in the Faculty of Community and Health Sciences (CHS), is committed to excellence in Social Work and Community Development education and training, practice and research, and driven by the principles of justice, gender equity, human diversity and citizenship for all. The Department offers the following degree...
-
Financial Advisor
3 weeks ago
Bellville, South Africa ATTOOH Full time**Job description** WE ARE HIRING! **Financial advisors** A well-known, reputable and established Insurance company in Bellville is currently seeking to fill the lucrative role of a Financial Advisor for a Senior Financial Advisor of the company. Senior Financial advisor has a commercial short term license so supervision for Short term commercial will be...