Financial Planner
7 months ago
My client, an accounting firm based in Somerset West is searching for an energetic, passionate and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identify sales opportunities and manage key client relationships.
accounting firm|financial planner
**Responsibilities**:
- Provide financial planning and investment advisory services.
- Research and present investment strategies.
- Develop and execute retirement planning.
- Implement risk management and tax planning strategies.
- Coordinate estate planning.
- Manage client relationships.
- Identify and cultivate new clients.
- Develop and grow a book of business.
- Open, transfer, and manage client accounts.
- Prepare documentation.
- Identify financial process improvement.
**Qualifications/Skills**:
- Comprehensive knowledge of topics related to financial planning
- In-depth understanding of the financial planning industry, including investment and insurance products and services
- Self-starter with an entrepreneurial spirit
- Results-oriented mindset
- Exemplary written and verbal communication skills
- Strong interpersonal aptitude
- Ability to maintain confidentiality
- Experience with financial planning software
- Advanced Microsoft Excel skills
**Education and Experience Requirements**:
- Bachelor’s degree in business or related field
- CFP certification
- Minimum 2 years experience in the financial industry
-
Financial Planner
3 months ago
West Rand, South Africa Liberty Standard Bank Group Full timeFinancial Planner Take control of your future and get paid your worth Seeking Motivated, Professional and Driven individuals to work as Financial Planners for Liberty We offer ongoing support and World Class Training, accreditation as a Certified Financial Planner (CFP) and a lucrative commission structure. As a Liberty Adviser, you are the master of your...
-
Administrator (Financial Services)
7 months ago
Somerset West, South Africa Latitude Resource Full timeA small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...
-
Senior Production Planner
2 weeks ago
Somerset West, South Africa Rheinmetall Denel Munition (RF) (Pty) Ltd Full timeWHAT WE ARE LOOKING FOR - The - **Senior Production Planne**r is responsible for a team of Planners that are responsible for the production planning, quotation enquiries, material requirement planning and inventory management for all plants at the Somerset West site. - Compile master production schedule to ensure efficient capacity utilization. - Schedule...
-
Wealth Planner
2 months ago
West Rand, South Africa Liberty Standard Bank Group Full timeWealth Planner / Financial Advisor Liberty Life Jhb Financial Planning We are currently expanding our sales force. Join us a INDUSTRY LEADER as a Financial Adviser where your earning potential is significant. We are looking for target driven individuals who had previous experience in selling insurance products. Liberty has been around for more than 60 years...
-
Financial Planning Partner Assistant
7 months ago
Somerset West, South Africa HeadHunters Full time**Reference** - PE002161/RW**Location** - Western Cape, Somerset West**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 Somerset West.** **A wonderful career opportunity awaits...
-
Financial Adviser
3 months ago
West Rand, South Africa Liberty Standard Bank Group Full timeLooking for a challenge? Start your career as a Financial planner at Liberty I am looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Risk, Retirement Annuities, Investments and Estates planning needs. This long term career opportunity is ideal for...
-
Financial Adviser
3 months ago
West Rand, South Africa Liberty Standard Bank Group Full timeFinancial Advisor / Wealth Planner If you are an exceptional driven individual with a strong mix of independence, people skills, enthusiasm, professionalism and networking skills you may have all the qualities required to represent Liberty. We are offering an opportunity to advance your career within the leader of the financial services industry. Liberty...
-
Now recruiting our 2025 Financial Advisors
6 days ago
North West, South Africa Liberty Standard Bank Group Full timeLiberty is now recruiting for their 2025 Financial Advisors/Planners. Do you have a passion for Financial Planning, looking to get into this amazing profession and building up your own professional practice? For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with you. All of it. This role enables a driven and...
-
Graduate Financial Adviser
2 months ago
West Rand, South Africa Liberty Standard Bank Group Full timeLiberty is searching for Finance/Marketing/Business/ Investment and Sales graduates that wants to start with a well established company and start their career as a Financial Planner We offer a career with flexible working hours and high earning potential The Role would entail: Building lasting relationships with clients, corporate establishments and...
-
Wealth Manager
2 weeks ago
Somerset West, South Africa She Recruits Full timeThe role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals. For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications, co mpleted/partially completed supervision and years' experience. **Qualifications...
-
Remote Financial Adviser
6 days ago
Beaufort West, South Africa Liberty Standard Bank Group Full timewORK AT YOUR OWN PACE WORK FROM THE COMFORT OF YOUR OWN HOME Do you want to make a positive difference in people's lives? As a Financial Adviser you will play a vital role when it comes to shaping their financial future with your expert advice. Liberty is looking for sales driven individuals that has a passion for networking A Liberty Financial Adviser...
-
Insurance Financial Advisor
7 days ago
West Rand, South Africa Liberty Standard Bank Group Full timeLooking for a challenge? Start your career as a Financial planner at Liberty I am looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing medium to high net wealth clients with a specific focus on their Risk, Retirement Annuities, Investments and Estates planning needs. This long term career opportunity is ideal for...
-
Financial advisor
3 months ago
West Rand, South Africa Liberty Standard Bank Group 2 Full timeLiberty, SA's leading long term insurer is seeking a dynamic entrepreneurial minded Financial Advisor for their Randburg offices. Background Founded in 1957 and now nearly 60 years later, with a presence in 16 African countries, Liberty has grown from being a South African life insurer to a pan-African financial services company, offering asset management,...
-
Receptionist Somerset West, Western Cape
4 months ago
Somerset West, South Africa PSG Konsult Ltd. Full time**Designation**: Receptionist | Somerset West, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 16 Sep 2024 **Reference Number**: POS38639 **Closing date**: 30-Sep-2024 **Position Type**: Permanent **Location**: Somerset...
-
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...
-
Sales Professionals to Be Trained As Financial
2 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...
-
Become a Professional Insurance Adviser
3 months ago
West Rand, South Africa Liberty Standard Bank Group Full timeJoin forces with Liberty Brilliant and Leading Salesforce and become a Professional Financial Advisor Liberty believes in people who believes in themselves and who have a strong desire to make success of their lives. We strive to create an environment where motivated people with a positive attitude can make a real difference in their own lives and the lives...
-
Sales Career with Liberty
7 days ago
West Rand, South Africa Liberty Standard Bank Group Full timeLiberty is Hiring We are expanding our Sales force and looking for your Sales Experience We at Liberty are driven by a purpose: we want to secure the future dreams, aspirations, and plans everyone has for themselves and their loved ones. We are looking for Financial Planners / Advisors to join our dynamic team of Professionals, where great potential is...
-
Store Manager
6 days ago
North West, South Africa Cape Union Mart International Ltd Full timeJob Specification: Retail Store Manager Job Title: Retail Store Manager Department: Retail Operations Reports To: Area Manager / Regional Manager Job Purpose To manage all aspects of the retail store to ensure the achievement of sales and profitability objectives, the delivery of excellent customer service, and compliance with brand standards and...
-
Planned Maintnenance Reporting Analyst
7 days ago
West Rand, Gauteng, South Africa Bridge Personnel Concepts Full timeThe 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...