Financial Planner

Job Title - Financial Planner - Job Number - 73065 - Skills - communication,Networking,Sales - Industry - Financial Planner - City - Cape Town - Job Description - Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk...

Our financial services client based in Cape Towns Southern’s suburbs is looking to hire a financial planner to source new business and manage the relationship with exiting clients. The Financial planner should be accredited by the relevant service providers and be licensed to give advice in terms of the FAIS Act and compliance regulations. In addition,...

Our client is seeking a **Senior** **Financial Planner**for there Sanlam franchise based in **Century City** Cape Town. The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable...

Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

**General**: **Job Title** - Senior Financial Planner**Job Category** - Insurance**Location** - Western Cape**Employment Type** - Permanent**Area** - Cape Town**Bee status** - Include All**Salary** - Market Related**Min Salary** - Not Set**Max Salary** - Not Set**Expiry Date** - 30th June 2024**Deadline Date** - 30th June 2024**Experience** - Experience...

Company description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...

Our position is aimed at individuals who are looking for better prospects and is based in and around Cape Town. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

Location: Newlands, Cape Town, Western Cape Remuneration: 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....

Our client based in Pinelands is seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner.A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE   ...

Job DescriptionCompany description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization...

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,...

**Summary of who we are looking for**: Construction Planner with 10 years experience gained on large infrastructure projects along with 5 years civil project experience **Current Team summary** Our Clients Service will be led by a Senior Claims Consultant/Senior Project Planner with extensive experience in renewable energy, Ground Transport Systems, Civil...

Hire Resolve's client, a well-established company, is looking to hire a Planner for their company based in the Western Cape.As a Planner, you will be responsible for creating and maintaining detailed project schedules, coordinating with various teams, and ensuring that projects are completed within the allocated time frame.Responsibilities: Develop and...

RPO Recruitment is seeking a proactive Wholesale Planner to join our client’s in the Retail industry's team, a leading fashion company that delivers trendy and unique clothing worldwide. The Wholesale Planner will be responsible for analyzing sales trends, developing financial forecasts, and identifying opportunities and risks to provide accurate planning...

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...

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...

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...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : Finance/Wealth ManagementBASIC SALARY : R10 000 negSTART DATE : A.S.A.P / ImmediateREQUIREMENTS: MatricBCom Investment Management (Non-Negotiable)RE Exams and...

**our client requires a Demand Planner with excellent analytical skills for a CONTRACT POSITION. MUST RESIDE IN WESTERN CAPE** **Purpose**: The Demand Planner’s primary role is to develop an accurate demand forecast at multiple levels of aggregation over multiple time horizons, using market and sales insight to improve the forecast accuracy. The Demand...