Senior Financial Planning Consultant

5 days ago


Randburg, Gauteng, South Africa Old Mutual South Africa Full time

Old Mutual South Africa is a leading financial services company committed to creating long-term value for its stakeholders.

Job Description:

We are seeking a skilled Financial Services Specialist to join our team. The successful candidate will be responsible for providing expert advice on a range of financial products to our clients, identifying opportunities to grow their business and support retention.

Main Responsibilities:
  • Customer Service: Provide exceptional service to customers, identifying opportunities to secure new business or support retention.
  • Solutions Analysis: Analyze complex problems and find effective solutions, either technical or professional in nature.
  • Relationship Building: Develop and maintain strong relationships with customers, influencers, and decision-makers within the customer organization.
  • Data Management: Schedule follow-up actions and enter relevant information into our CRM system to ensure quality data for effective customer retention and business development activities.
  • Closing Sales Deals: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, evaluate interest, and identify areas requiring further explanation.
  • Operational Compliance: Develop knowledge and understanding of our policies, procedures, and regulatory codes, ensuring work adheres to those standards.


  • Randburg, Gauteng, South Africa Financial Planning SJ Full time

    We are seeking an experienced Financial Services Consultant to join our team at Financial Planning SJ. As a key advisor, you will work closely with clients to understand their financial goals and objectives, providing expert guidance and recommendations.About the Role:Develop and maintain relationships with existing clients, identifying new business...


  • Randburg, Gauteng, South Africa Performability Recruitment Full time

    We are seeking an ambitious Executive Director to join our team at Performability Recruitment. As a senior leader, you will be responsible for driving business growth, developing strategy, and controlling operations for our niche player in asset consulting, retirement funding, and financial planning.Responsibilities:Develop and implement business strategies...


  • Randburg, Gauteng, South Africa Financial Planning SJ Full time

    Are you a driven and ambitious Marketing and Sales Professional looking to take your career to the next level? Our Financial Planning team is seeking an energetic individual to join our marketing efforts and drive sales growth.About the Opportunity:You will be responsible for developing and executing targeted marketing campaigns to engage prospects and...


  • Randburg, Gauteng, South Africa Financial Planning SJ Full time

    We are seeking a highly motivated Customer Service Representative to join our Financial Planning team. As a key member of our team, you will be responsible for engaging with clients in a professional and results-driven manner.About the Role:This is a dynamic opportunity for individuals who thrive in fast-paced environments and are passionate about delivering...


  • Randburg, Gauteng, South Africa Bayport Financial Services Full time

    Job title: Financial Wellness Consultant - JHB CBDJob Location: Gauteng, JohannesburgDeadline: March 28, 2025DescriptionTo contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product...


  • Randburg, Gauteng, South Africa Accounting and Financial Advisory Full time

    Join our team as a Financial Planning Specialist and take on the challenge of managing complex project finances. With your expertise in financial modeling and analysis, you will develop and maintain detailed financial plans and forecasts.Main Responsibilities:Develop and maintain comprehensive financial models and forecastsCollaborate with project managers...

  • Telemarketer

    4 days ago


    Randburg, Gauteng, South Africa Financial Planning SJ Full time

    We're Hiring: Marketing Caller for Financial Planners Are you a confident communicator with a knack for building rapport over the phone? Do you thrive in a results-driven environment? If so, we want YOU on our teamKey Requirements:Target-Driven and Disciplined: A strong focus on achieving and surpassing key performance indicators (KPIs) and targets. Ability...


  • Randburg, Gauteng, South Africa Network Finance. Full time

    Financial Planning StrategistNetwork Finance is seeking an experienced Financial Planning Strategist to join their team.This senior managerial role requires strong people management skills and the ability to oversee monthly account management, financial control, strategy development, risk management, and ensure compliance and governance standards.The ideal...


  • Randburg, Gauteng, South Africa Wealth Way Full time

    About Our CompanyWe are a leading Financial Services Company in South Africa, dedicated to providing expert financial guidance to our clients.Our team of experienced financial professionals is committed to helping individuals and businesses achieve their financial goals.Job OverviewWe are seeking a talented Financial Advisor to join our dynamic team. As a...


  • Randburg, Gauteng, South Africa Network Finance Full time

    About the RoleThis Senior Financial Services Consultant position requires an individual with excellent financial management skills, including experience with financial software and systems.The successful candidate will work closely with the Finance Operations Manager to manage the finance function for our South African business.Responsibilities:Control of...


  • Randburg, Gauteng, South Africa Bayport Financial Services Full time

    Company Overview">Bayport Financial Services is a leading financial services company that offers a range of products and services to its customers.">Job Description">We are seeking a highly skilled and motivated individual to join our team as a Financial Wellness Consultant in Johannesburg CBD.">Required Skills and Qualifications">The ideal candidate will...


  • Randburg, Gauteng, South Africa Network Finance. Full time

    Financial Planning AnalystReference: NFU-PMA-1Calling all immediately available Financial Planning Analysts with experience in the Healthcare sectorAn exciting opportunity awaits you to join my client's team on a 12-month fixed-term contract.Apply now and take the next step in your career journey.Duties & ResponsibilitiesMy client, located in Johannesburg,...


  • Randburg, Gauteng, South Africa Financial Planning SJ Full time

    Join our team as a Results-Driven Call Center Agent and play a vital role in driving business growth through exceptional customer service.About the Opportunity:Work in a fast-paced call center environment, engaging with clients in a professional and results-driven manner.Consistently meet or exceed targets and KPIs, demonstrating a strong focus on achieving...


  • Randburg, Gauteng, South Africa Wearehuman8 Full time

    Senior Insights ConsultantDepartment : Client TeamsEmployment Type : Permanent - Full TimeLocation : JohannesburgReporting To : Elena JovanovicDescriptionThe Senior Insight Consultant is determined to activate change for great brands through a passion for data and consumer insights. They demonstrate their technical skills and are trusted to work...


  • Randburg, Gauteng, South Africa Kaon Advisory Services Full time

    Job DescriptionThis is a mid-senior level, full-time finance and sales role that offers the flexibility of in-office and remote work arrangements. The successful candidate will have a minimum of 120 FAIS credits (NQF 5) in Wealth Management and RE5 certification. A proven track record of at least R35,000 per month for the last 12 months is essential.Key...


  • Randburg, Gauteng, South Africa Rpo Recruitment Full time

    Rpo Recruitment's client is looking for an experienced Director of Financial Planning and Analysis to join their team in Johannesburg, Gauteng.This position involves leading the financial planning and analysis function, providing strategic financial guidance, and developing comprehensive financial models to inform business decisions.Key...


  • Randburg, Gauteng, South Africa Kaon Advisory Services Full time

    Company OverviewKaon Advisory Services is committed to achieving transformation and embracing diversity. This commitment drives us to create a diverse, inclusive, and equitable workplace, which is key to a thriving and sustainable business in South Africa.Job FunctionThis is a finance and sales role that requires strong analytical and problem-solving skills....


  • Randburg, Gauteng, South Africa CA Financial Appointments Full time

    CA Financial Appointments is proud to present this exciting opportunity for a Senior Accounting Professional to join our client's team. As a key member of the leadership team, you will play a crucial role in shaping the company's financial future.About the CompanyWe are a leading consumer goods manufacturing company that values innovation, teamwork, and...


  • Randburg, Gauteng, South Africa Network Recruitment - Finance Corporate Full time

    Executive Director of Financial Planning Job DescriptionWe are seeking an experienced Executive Director of Financial Planning to join our team at Network Recruitment - Finance Corporate. The successful candidate will be responsible for leading the financial planning function, including creating and implementing financial strategies, managing budgets,...


  • Randburg, Gauteng, South Africa Ss&C Full time

    Job Title: Senior Business ConsultantDescription:Leverage your expertise as a L&P Business Analyst with South Africa domain knowledge to drive business growth and improve operational efficiency.At SS&C, we empower our employees to make a meaningful impact in the financial services and healthcare technology industry.We are committed to fostering a diverse and...