Para-planner (Stellenbosch)
2 weeks ago
**Para-Planner**
**R300K**
**Stellenbosch**
**Responsibilities**:
- Client Relationship Management
- Investment analysis and proposal
- Gather Policy information
- Research product information
- Calculate tax/legal implications of investments
- Cash flow and performance calculations
- Pre-Retirement planning calculations
- Report new business statistics
- Prepare investment review appointments
- Keep track of assets under management
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
**Minimum requirements**:
- Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- 3 year’s relevant work experience within the financial industry with policy, systems and financial product knowledge
-
Supply Chain Planner
7 days ago
Cape Town, South Africa HumanValue Full timeOpportunity exists for a Supply Chain Planner with a production/manufacturing background. This role requires resilience, a hands-on approach with minimum resources and staff in start-up environment - someone who wants the challenge to roll up their sleeves and getting the job done, with minimum resources and people. Working closely with the Head of Supply...
-
Financial Planners
7 months ago
Cape Town, South Africa Sagen Advisory Full timeWe, Sagen Advisory, are recruiting several **Financial Planners** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either build...
-
Sales and Events Coordinator
7 months ago
Cape Town, South Africa Hospitality Jobs Africa Full timeDevelop and implement sales strategies to drive revenue growth for the lodge and spa. Identify and pursue new business opportunities through proactive sales initiatives. Build and maintain relationships with corporate clients, travel agencies, event planners, and other key stakeholders. Respond to inquiries and requests for proposals (RFPs) in a timely...
-
Wine, Art, Sales + Events Coordinator
7 months ago
Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full time**_Sales and Events Coordinator - 5* Establishment - Stellenbosch_** Location: Stellenbosch, South Africa About Us: Join our luxurious 5-star lodge and spa nestled in the heart of Stellenbosch's breathtaking countryside. Our client is renowned for offering unparalleled hospitality, exquisite accommodations, and world-class spa experiences. We are currently...
-
Sales and Events Coordinator
7 months ago
Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full time**_Sales and Events Coordinator - 5* Establishment - Stellenbosch_** Location: Stellenbosch, South Africa About Us: Join our luxurious 5-star lodge and spa nestled in the heart of Stellenbosch's breathtaking countryside. Our client is renowned for offering unparalleled hospitality, exquisite accommodations, and world-class spa experiences. We are currently...
-
Load Planner
2 months ago
Cape Town, South Africa Heineken International B.V. Full timeWe Go Places! How about you? Immediate Superior: Stephen Antrobus Location: Stellenbosch Function: Supply Chain Sub Function: Customer Service and Logistics Type of Contract: Permanent Reference Number: 124561 Closing Date: 22/11/2024 Purpose of the Position: Responsible for the optimization of the secondary operations routing whilst ensuring continuous...
-
Load Planner
2 months ago
Cape Town, South Africa Heineken Full timeWe Go Places! How about you? Immediate Superior: [[Stephen Antrobus]] Location: [[Stellenbosch]] Function: [[Supply Chain]] Sub Function: [[Customer Service and Logistics]] Type of Contract: [[Permanent]] Reference Number: [[124561]] Closing Date: 22/11/2024 Purpose of the Position: Responsible for the optimization of the secondary operations routing...
-
Load Planner
3 weeks ago
Cape Town, South Africa Heineken Full timeWe Go Places! How about you? Immediate Superior: Secondary Transport Planning Manager Job Grade: 10 Location: Stellenbosch Function: Supply Chain Sub Function: Customer Service and Logistics Type of Contract: Permanent Reference Number: 124564 Closing Date: 02/01/2025 Purpose of the Position: Responsible for the optimization of the secondary operations...
-
Financial Advisor Internship
7 months ago
Cape Town, South Africa Sagen Advisory Full timeWe, Sagen Advisory, are recruiting several **Financial Advisor Interns** for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country. The company will allow you to either...
-
Senior Audit Manager Pkf Cape Town Bellville and
7 months ago
Cape Town, South Africa PKF Cape Town and PKF Stellenbosch Full timePKF Cape Town is looking for an **Senior **Audit Manager **to join their team! **Duties and responsibilities** will include, but not be limited to: Audit engagements responsibilities: - Responsible for a portfolio of audits (planning phase to lock down) - Preparing yearly audit budgets (fair budget to manage the audit) and budget for submission to...
-
Audit Manager Pkf Cape Town Bellville and
7 months ago
Cape Town, South Africa PKF Cape Town and PKF Stellenbosch Full timePKF Cape Town is looking for an **Audit Manager **to join their team! **Duties and responsibilities** will include, but not be limited to: Audit engagements responsibilities: - Responsible for a portfolio of audits (planning phase to lock down) - Preparing yearly audit budgets (fair budget to manage the audit) and budget for submission to client; - Manage...
-
Wedding Liason and Office Administrator
6 months ago
Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full time**WEDDING LIASON AND OFFICE ADMINISTRATOR** **Working alongside one of Cape Town's Top Wedding Planners - support her with the following** **COORDINATION** - Assist with the planning, logistics and operations for functions. - Schedule and execute meetings as required. - Complete the initial draft as well as update minute documents as required. - Liaise...
-
Maintenance Planner
3 months ago
Stellenbosch, Western Cape, South Africa Heineken International B.V. Full timeWe Go Places! How about you? Immediate Superior: Malcolm Davids Job Grade: 08 Location: Wellington Distillery Function: Supply Chain Sub Function: Manufacturing Type of Contract: Permanent Reference Number: 122966 Closing Date: 24/10/2024 **Applications are invited for the above-mentioned position based at the James Sedgwick Distillery in Wellington. This...
-
Sales Executive
7 months ago
Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full timeKey Responsibilities: - Business Development: Identify and pursue new business opportunities across various segments, including corporate clients, travel agencies, event planners, and group bookings. Build and maintain a robust sales pipeline. - Client Relationship Management: Foster strong relationships with existing clients, ensuring their needs are met...
-
Training Office Administrator Pkf Cape Town
7 months ago
Cape Town, South Africa PKF Cape Town (Bellville and Stellenbosch) Full timePKF Cape Town is currently looking for** **a** Training Office Administrator** to join their team! **Duties and responsibilities include,** but will not be limited to: Administration of SAICA Training Office Program *** - Provide assistance with the scheduling of inhouse training and technical sessions. - Prepare and maintain attendance registers/records...
-
Senior Credit Controller
7 months ago
Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full timeLarge Estate in the Brackenfell / Stellenbosch area is looking for a Senior Credit Controller. The Employee’s responsibilities shall include the following: - Agreeing payment terms and conditions with clients on credit arrangements - Carrying out thorough credit checks for new customers to ensure eligibility for credit - Managing internal and external...
-
Financial Advisors and Career Advisors Positions
7 months ago
Cape Town, South Africa Sagen Advisory Full timeSagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your Financial Advising career, our clients provide...
-
Financial Advisors: Partially Vested, Vested
7 months ago
Cape Town, South Africa Sagen Advisory Full timeSagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in Cape Town is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your career, our clients provide the support and resources you need to...
-
Hotel Sales Coordinator
7 months ago
Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full timeA 4* Hotel situated on a beautiful Wine Farm in the Stellenbosch Winelands area is searching for a **_Sales Coordinator_** to join their Sales & Marketing Department. The Sales Coordinator will provide administrative and logístical support to the Sales Team; ensuring a positive, open communication flow environment and assisting the team to make sure that...
-
Client Service Accounts Manager
3 days ago
Stellenbosch, Western Cape, South Africa Finovate Full timePosition**:Customer Service Manager (Third Party)** Our client, one of the largest wine cellars in the **Stellenbosch** area, is looking for a **Customer Service Manager (Third Party)** to join their team. **Overall Job Description**: Provide outstanding customer service to our clients by developing effective customer service procedures and setting...