Financial Planner

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 plannerResponsibilities: Provide financial planning and...

My client (Somerset West Office within Accounting Practice) is searching for an energetic, passionate, and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identifying sales opportunities, and managing key client relationships.They provide Wealth, Advisory, and Accounting solutions for businesses and...

My client (Somerset West Office within Accounting Practice) is searching for an energetic, passionate, and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identifying sales opportunities, and managing key client relationships. They provide Wealth, Advisory, and Accounting solutions for businesses...

A 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...

A 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...

A 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...

A 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 (Investments, Risk...

A 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 (Investments, Risk...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients. **Responsibilities**: - Processing of New Business and existing business (Investments, Risk Business, Medical Aid,...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients.Responsibilities: Processing of New Business and existing business (Investments, Risk Business, Medical Aid, Trusts,...

**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...

BCom / BBusSc or similar finance / wealth / investment management related qualification. Completed post graduate diploma or CFA/CFP qualification will be given preference. RE1 / RE5 is beneficial. **Skills and experience required**: At least 2 - 3 years’ experience as a client wealth manager / financial advisor / planner / similar. Experience in...

**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,...

BCom / BBusSc or similar finance / wealth / investment management related qualification.Completed post graduate diploma or CFA/CFP qualification will be given preference.RE1 / RE5 is beneficial.Skills and experience required:At least - 3 years' experience as a client wealth manager / financial advisor / planner / similar.Experience in investment advisory and...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures. The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals. This is hybrid role, with a typical day focussing on...

This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures.The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals.This is hybrid role, with a typical day focussing on...

OUTPUT Customer Services Demonstrate an understanding about the role of the customer services function in the Corruseal Business model. Design Understand the information required by the design team to design a new box or to innovate an existing box.Procurement Understand and adhere to procurement related standard operating procedures. Understand the process...

Job Advert Summary: To administer the Compiling, Recording & Distribution of Production & Despatch related information To administer all Production & Despatch system related documents (SAP) Ensure continuous updated Production & Despatch related information (Daily, Monthly, Yearly) Manage and maintain easy accessible filing systemsMinimum Requirements:...

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...

**Job Advert Summary**: We are looking for an experienced individuals to manage the entire broiler operations for the designated geographic areas (Zuurplaat & Magaliesburg) thereby ensuring the optimal number of the right quality birds at the right time and at the lowest cost.**Minimum Requirements**: Degree or diploma in Agriculture (3 years) Valid Code EB...