Financial Planner
2 weeks ago
**Financial Planner**
**About the company**:
We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally.
**About the role**:
We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our growing team.
**Responsibilities**:
- Responsible for identifying new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness - with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
**Qualifications**:
- Bcom degree, Financial Planning, Investments, Wealth Management
- NQF5 industry recognized qualification (minimum of 120 credits)
- RE5 preferred
- Minimum of 3 -5 years experience (preferably in sales)
- ** Valid driver’s license and own vehicle (Non-negotiable)**:
- Clear criminal and credit check
-
Executive Financial Planner
4 weeks ago
Durban, South Africa Old Mutual Full time**Responsibilities**: - Develop and implement comprehensive financial plans for clients based on their financial goals and objectives - Provide ongoing investment management and portfolio analysis - Conduct regular reviews of client portfolios and financial plans - Educate clients on financial planning strategies and investment options - Build and maintain...
-
Assistant Financial Planner
4 weeks ago
Durban, South Africa BDO South Africa Full timeWhat this traineeship offers: - The opportunity to work closely with senior Financial Planners to obtain guidance and practical experience with the 6-step Financial Planning Process, client interaction & meetings. - Thorough training and understanding of the company’s in-house Financial Planning platform. - The opportunity to become part of an existing...
-
Field Financial Advisor Durban
4 weeks ago
Durban, South Africa A1 Financial Services Full timeOur position is aimed at individuals who are looking for better prospects and is based in and around Durban. 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 or...
-
Field Financial Advisor Durban
1 month ago
Durban, South Africa A1 Financial Services Full timeOur position is aimed at individuals who are looking for better prospects and is based in and around Durban. 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...
-
Junior Merchandiser Planner
1 month ago
Durban, South Africa Sandi Crowther Recruitment Full timeKwaZulu Natal, Durban **Durban** Leaders in the stationary and gifting industry are seeking a Junior Merchandiser Planner to join their team. The position will suit a Retail Planner / Allocator or anyone who has had experience in dealing with figures or financial data. Support the Marketing Team by analysing retail sales data with the intention of...
-
Wfm Planner
4 weeks ago
Durban, South Africa Capability BPO Full timeJob Vacancy: WFM Planner - Instacart Purpose of job: The WFM Planner contributes to the WFM strategy by managing and administering all aspects of Workforce Planning, ensuring the adequate forecasting and scheduling of employees for the group. The Planners are to ensure that they meet regulations and quality standards in alignment with WFM best practice,...
-
Senior Location Planner Miladys
4 weeks ago
Durban, South Africa Mr Price Group Full timeUnder general direction create the department's astute pre-season & in-season store sales plans that meet the store's needs in terms of the correct buy shape per store profile & maximize store sales, clearance and space. Qualifications: 1. Education: 2. Experience: - At least 3 years' experience as a Location planner (excluding time as a Trainee/Junior) -...
-
Trainee Planner Mr Price Group
1 month ago
Durban, South Africa Mr Price Group Full time**Trainee Planner** **Purpose** With support & guidance build key knowledge & skills that equips the role to develop category plans which demonstrate the ability to plan the right merchandise for the right stores at the right time as well as a strong understanding of all the financial measures around sales, stock & profit. **Key responsibilities** **Job...
-
Financial Planner
1 month ago
Durban, South Africa Old Mutual Full timeWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing "fit for purpose"...
-
Merchandise Planner
1 month ago
Durban, South Africa Kourie Recruitment cc Full timeSalary: R35,000 to R45,000 Cost to company per month (please note that salary is dependent on years of relevant experience, tertiary qualification, relevant product knowledge, etc.) Essential Requirements: - Are you currently (or very recently) a Ladieswear or Menswear Merchandise Planner WITHIN a Fashion Retail company/environment? - Do you have 3 to 5...
-
Project Planner
4 weeks ago
Durban, South Africa Transnet Full time**_ Equity Statement :Preference will be given to suitably qualified Applicants who are members of the_** **_designated groups in line with the Employment Equity Plan and Targets of the Organisation/Operating_** **_Division._** **_ Alternative Application Methods: (Completed Curriculum Vitae to be submitted)_** Post: E-mail: Fax: before the closing date of...
-
Financial Advisor KwaZulu Natal
1 month ago
Durban, South Africa PPS Recruitment Full timePurpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs.Scope of the Job:This is a...
-
Senior Financial Advisor
6 days ago
Durban, South Africa Berghshire Wealth Bluestar Full time**Berghshire Wealth BlueStar** is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of...
-
Senior Financial Advisor
1 month ago
Durban, South Africa Berghshire Wealth Bluestar Full timeBerghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...
-
Merchandise Planner
4 weeks ago
Durban, South Africa Affirmative Portfolios Full time**FMCG / Retail ~ Manufacturing** **Durban** ***: **Merchandise Planner** **Durban** **R35 000 - R45 000 (depending on experience)** **Requirements**: - Grade 12/ Matric - Relevant 3-year Degree/ Diploma - Min 3-5 years relevant Retail Planning experience accountable for own area and managing allocators / order clerks. - Advanced knowledge of excel,...
-
Maintenance Planner
4 weeks ago
Durban, South Africa South African Reserve Bank Full time-The main purpose of this position is to perform day-to-day planning, scheduling and coordination (issue and follow through on work orders) within the Engineering and Facilities Services divisions of the South African Reserve Bank (SARB). -Detailed Description - Plan daily capacity to optimise resources cost (labour, material and equipment) across the...
-
Merchandise Planner
2 days ago
Durban, South Africa Clothing Junction Full time**Merchandise Planner** **Durban** **Salary is negotiable depending on experience** **Requirements**: - Grade 12/ Matric - Relevant 3-year Degree/ Diploma - Min 3-5 years relevant Retail Planning experience accountable for own area and managing allocators / order clerks. - Apparel / Accessories / Footwear experience is preferable. - Advanced knowledge of...
-
Merchandise Planner
3 days ago
Durban, South Africa Stratogo Full timePurpose of the Role:Merchandise planning is the process conducted by a retailer to ensure that the right product is available to the customer at the right place, time, quantity and priceThis process involves selecting the products the retailer will carry and determining the purchase quantities of these products.Role : Merchandise PlannerLocation : Durban...
-
Merchandise Planner
2 days ago
Durban, South Africa Stratogo Full timePurpose of the Role:Merchandise planning is the process conducted by a retailer to ensure that the right product is available to the customer at the right place, time, quantity and priceThis process involves selecting the products the retailer will carry and determining the purchase quantities of these products.Role: Merchandise PlannerLocation: Durban...
-
Merchandise Planner
2 days ago
Durban, South Africa Adzuna ZA B C2 Full timePurpose of the Role:Merchandise planning is the process conducted by a retailer to ensure that the right product is available to the customer at the right place, time, quantity and priceThis process involves selecting the products the retailer will carry and determining the purchase quantities of these products.Role: Merchandise PlannerLocation: Durban...