Financial Planner

2023-08-03 - 2023-08-31 Permanent JHB000040 - Financial Services- Gauteng, JHB - Eastern Suburbs - R20 000.00Our client in the Financial Sector, is looking for a Financial Planner - Bedfordview. - Implement instructions as instructed by financial advisors on client files. - Compliance with applicable financial acts, amongst other, FAIS, FICA, POPI, etc. -...

We are looking for Senior Financial Planners to join one of the biggest banks in South Africa. We are looking for passionate individuals with a FAIS aligned NQF5 qualification, completed RE5 certification and a minimum of 2 years in the industry to join our team. Our commission-based role offers unlimited earning potential, flexibility, and autonomy in...

Company Description1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.Our mission is to...

My client in the Wealth space is seeking a Client Relationship Manager to join their team. **Responsibilities**: - Prepare client files for meetings - Update Xplan per company workflow procedure - Manage diary and control annual review process - Prepare and complete documents as required - Prepare new business and service packs handed to Administration...

**JOB PURPOSE** The purpose of the Planner is to forecast product needs based on sales histories and develop a product line plan that assures the profitability of a product category. **JOB OBJECTIVES** **Forecasting and budget management** - Accountable for planned revenue, forecast as well as achieving set budget by reviewing product lines and product...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

An established and rapidly expending Fashion House is seeking to employ a Planner on a permanent basis. **Skills and Experience** - Strong financial and commercial business acumen - Bachelor's Degree in math, business, fashion related field, or equivalent experience - At least 3-5 years’ experience as a Planner - Self-motivated, self-starter who can cope...

The Senior Merchandise Planner will join a team that is responsible for the strategic planning of inventory levels to meet demand, drive margin, and reduce liability to achieve financial targets. This role requires experience in E Commerce and Merchandise planning. Factory planning would be beneficial. All demand planning duties, including analyzing...

**Requirements**: **General** - Must have excellent knowledge of investment products - Preference for investment management, financial planning, accounting, tax or CFP - At least 2+ years’ experience in a financial services environment - Knowledge of the financial services industry - FAIS and FICA knowledge - Professional verbal and written skills -...

As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided it's clients for over 30 years.Responsibilites: Work with company book of clients to meet and review their portfolio providing professional...

As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided it's clients for over 30 years.Responsibilites:Work with company book of clients to meet and review their portfolio providing professional...

Responsibilities: ·         Contact clients to discuss their financial goals and offer them financial services. ·         Design debt liquidation plans which consist of the time frame and priority of payoff ·         Interact with clients to determ... Minimum Requirements: Grade 12 minimum, tertiary qualification will be...

Welcome to The Next Generation of Insurance & Wealth Creation Professionals. Are you a motivated individual with an entrepreneurial mindset? Do you thrive on negotiating and closing sales? Are you ready to write your own success story? If so, we want you to join our team as a Financial Advisor. **Role Description** This is a full-time hybrid role as a...

About the Role: We are looking to employ a highly organized and detail-oriented Financial Planning Administrator to join our team. In this role, you will play a vital role in supporting our financial planners and ensuring the smooth administrative processes of our practice. You will be responsible for a variety of administrative tasks, with a specific focus...

**Job Purpose**: Our client a leading wealth firm has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry. **Responsibilities**: - Gather policy information - Research product information - Prepare and implement financial planning and investment proposals - Assess tax/legal implications of...

As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships...

**Purpose of role**: The incumbent is required to support the financial planners in providing excellent service to clients. **Requirements**: **General** - Must have excellent knowledge of investment products - Preference for investment management, financial planning, accounting, tax or CFP - At least 2+ years’ experience in a financial services...

Employer: EQ-FIN EQ-FIN is one of Liberty's leading Premiere National distribution partners. We have recently developed a new business model and teamed with new business partners to create a stronger foundation for our consultants to ensure their success in the industry as a Financial Planner.While working with us, you will undergo thorough training and...

Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to:Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing...

**KEY JOB ACCOUNTABILITIES**: **Ensure sales forecasts accuracy and the building of turnover through the piloting of the sales forecast process.** **Ensure the smooth execution of the planning process to guarantee the availability of the product while optimising customer service and cost and while improving the quality of stocks.** **SUPPLY**: - Ensure...