Financial Planner

Join Lonfin Wealth as a Financial PlannerWe are seeking an experienced and skilled Financial Planner to join our team at Lonfin Wealth. As a Financial Planner, you will be responsible for establishing long-term relationships with clients, providing comprehensive financial planning, and identifying client needs to offer suitable financial solutions.Key...

Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Lonfin Wealth. As a Financial Planner, you will be responsible for establishing long-term relationships with clients, providing comprehensive financial planning, and identifying client needs to offer suitable financial solutions.Key...

Join Lonfin Wealth as a Financial PlannerWe are seeking an experienced and skilled Financial Planner to join our team at Lonfin Wealth. As a Financial Planner, you will be responsible for establishing long-term relationships with clients, providing comprehensive financial planning, and identifying client needs to offer suitable financial solutions.Key...

Unlock Your Potential with Liberty Standard Bank Group 2Are you a driven and ambitious individual looking to take your career to the next level? Do you have a passion for sales and a desire to succeed in a dynamic and supportive environment?About the RoleWe are seeking a highly motivated and results-driven Financial Planner to join our team at Liberty...

Join Our Team at Lonfin WealthWe are seeking an experienced and skilled Financial Planner to join our team at Lonfin Wealth. As a leading financial services company, we offer a dynamic and supportive work environment that allows our professionals to grow and thrive.About the RoleThe successful candidate will be responsible for establishing long-term...

Lonfin Wealth Job OpportunityWe are seeking a highly skilled and experienced professional to join our team as a Financial Planners Specialist.The ideal candidate will have a strong sales track record and/or experience in the insurance industry. A degree is not mandatory, but it is an added advantage.The successful candidate will be part of a dynamic team and...

Unlock Your Financial PotentialAre you looking for a new challenge in your career? Do you want to take your financial skills to the next level? We have an exciting opportunity for a Financial Adviser to join our team at Liberty Standard Bank Group 2.Key Responsibilities:Contact clients and set up meetings to discuss their financial needs and goals.Conduct...

Key Responsibilities:Develop and maintain a strong client base through effective networking and prospecting strategies.Identify and pursue new business opportunities from existing clients and referrals.Provide personalized financial planning advice and solutions to clients, taking into account their unique needs and circumstances.Conduct thorough needs...

Key Responsibilities:As a Financial Planner at Lonfin Wealth, an accredited Sanlam Franchise, you will be responsible for utilizing your extensive sales track record or experience in the insurance industry to drive business growth.Requirements:Must have a degree, with a matric certificate being a minimum requirement. Age group: 25 plus. Must have own...

About the RoleWe are seeking experienced life and investment financial planners to join our team at Lonfin Wealth BlueStar in Pietermaritzburg and surrounding areas. As a remote-friendly position, this opportunity is ideal for advisers who prefer to work from home and are comfortable using technology such as Zoom, Teams, or Skype to communicate.Key...

Job Title: Financial Planning Partner AssistantWe are seeking a highly organized and detail-oriented Financial Planning Partner Assistant to join our team at Accountancy Placements Pietermaritzburg.Key Responsibilities:Implement administrative processes and controls in the Financial Planning practice(s) to ensure efficient operations.Liaise between Financial...

Job Title: Financial Planning Partner AssistantWe are seeking a highly organized and detail-oriented Financial Planning Partner Assistant to join our team at Accountancy Placements Pietermaritzburg.Key Responsibilities:Implement administrative processes and controls in the Financial Planning practice(s) to ensure efficient operations.Liaise between Financial...

Career Opportunity at Lonfin Wealth **About the Role** We are seeking a highly motivated and experienced sales professional to join our team at Lonfin Wealth. **Key Responsibilities:** * Extensive sales experience or background in the insurance industry * Strong communication and interpersonal skills * Ability to work independently and as part of a...

Job Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...

Job Title: Insurance Broker Admin AssistantWe are seeking a highly organized and detail-oriented Insurance Broker Admin Assistant to join our team at Ultra Personnel.Key Responsibilities:Support the Financial Planning Partner(s) in providing exceptional client services.Collaborate with regional teams and other Assistants to ensure seamless operations.Oversee...

WANTED: - TARGET DRIVEN, SALES FOCUSED INDIVIDUALS Resurrect your aspirations. Join a well-established brand that provides unlimited support in your development. Benefits: Flexible working hours Training and development (product, systems and sales). You will receive training from professional Trainers as well as your Manager and will therefore get training...

Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas 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...

We are Hiring The position is open to candidates with an extensive sales track record or experience in the insurance industry. Must have matric – a degree will be an added advantage Age group: 25 plus Must have own car Please mail your CV to Lonfin Wealth is an accredited Sanlam Franchise

We are HiringThe position is open to candidates with an extensive sales track record or experience in the insurance industry. Must have matric – a degree will be an added advantageAge group: 25 plusMust have own carPlease mail your CV to willie@lonfinwealth.co.za Lonfin Wealth is an accredited Sanlam Franchise

We are Hiring The position is open to candidates with an extensive sales track record or experience in the insurance industry. Must have matric – a degree will be an added advantage Age group: 25 plus Must have own car Lonfin Wealth is an accredited Sanlam Franchise

Job Description To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets Hello Future, Business Financial Advisor Welcome to FNB, the home of the...

Responsibilities: Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) Liaison between Financial Planner Partner and product providers (PPs) Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s) FICA...

Responsibilities:Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)Liaison between Financial Planner Partner and product providers (PPs)Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)FICA and...

Responsibilities:Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)Liaison between Financial Planner Partner and product providers (PPs)Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)FICA and...

Business Financial Advisor Apply at locations: Pietermaritzburg Time type: Full time Posted on: 3 Days Ago End Date: November 10, 2024 (30+ days left to apply) Job requisition id: R13523 Job Description To provide appropriate risk and investment advice, expertise, and support to clients in order to assist them in achieving their financial goals,...

**Lonfin Wealth is an accredited Sanlam Franchise** **Lonfin Wealth** are looking for exceptional people to help South Africans to live with confidence. Are you an ambitious self-starter? Are your career development needs being neglected in your current work environment? If so, it’s time to partner with Lonfin Wealth in order to take your career to the...

Description To provide appropriate risk and investment advice, expertise and support to clients in order to assist them in achieving their financial goals, whilst adhering to FAIS compliance requirements, within the FNB Premium advisory sales and product mandates and targets Hello Future, Business Financial Advisor Welcome to FNB, the home of the...

**Job Advert Summary**: This is a three-year internship position and is designed to be used as a springboard to launch a young graduate professional’s career in the financial industry. The Graduate Advisor will be responsible for prospecting and building a client base within the young **Minimum Requirements**: **Formal Qualifications**: - Matric (Grade...

Join our client, a leading Financial Services Giant, as a Broker Consultant. As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners. The successful candidate's focus areas would be: 1. Create valuable business partnerships to enhance the...

Qualifications & Experience Matric and relevant tertiary education or courses2-3 years in the financial services industry Good knowledge of FAIS and FICAThe Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients. The Assistant is part of a regional team and is encouraged to collaborate with other...

Qualifications & Experience Matric and relevant tertiary education or courses2-3 years in the financial services industry Good knowledge of FAIS and FICAThe Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients. The Assistant is part of a regional team and is encouraged to collaborate with other...