Experienced Financial Strategist Wanted

3 weeks ago


Newcastle, KwaZulu-Natal, South Africa Truesure Intermediary Services Full time
Company Overview

We are Truesure Intermediary Services, a leading insurance provider dedicated to delivering exceptional results.

Job Summary

We seek an experienced Financial Advisor with a proven track record of success and client retention. The ideal candidate will have experience in financial planning software and tools, as well as strong ethical standards and commitment to client confidentiality.

Estimated Salary:

$60,000 - $80,000 per year (dependent on location)

Key Responsibilities
  • Develop and maintain long-term client relationships built on trust and expertise
  • Analyze clients' financial situations to provide personalized advice and solutions
  • Maintain accurate records and reports of client interactions and progress
Required Skills and Qualifications
  • Proven experience as a Financial Advisor in the insurance industry
  • Excellent communication and interpersonal skills
  • Able to work independently with minimal supervision
  • Strong organizational skills and attention to detail
Benefits

We offer a competitive salary and benefits package, including opportunities for career growth and professional development.

About Us

At Truesure Intermediary Services, we value our employees and strive to create a positive and supportive work environment.



  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job OverviewBeBee Professionals is seeking a Financial Strategist for Consumer and Retail Markets to be based in Newcastle.About the RoleThe successful candidate will provide financial advice to clients in the consumer and retail sectors, developing and executing investment strategies. This role requires strong knowledge of financial markets, instruments,...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job DescriptionBeBee Professionals is seeking a highly skilled Investment Portfolio Strategist to contribute to our team in Newcastle.The successful candidate will be responsible for providing portfolio management services, including analysis, construction, and monitoring of investment portfolios. This role requires expertise in financial markets, risk...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job OverviewBeBee Professionals is a leading provider of accounting services, seeking an experienced Financial Planning Specialist to join our team in Newcastle.Compensation and BenefitsThe estimated salary for this position is around £45,000 - £60,000 per annum, depending on experience. Our company offers a range of benefits, including opportunities for...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Description: We are seeking a Consumer and Retail Investment Banker to join our team at beBee Professionals. The successful candidate will be responsible for providing financial advice to clients in the consumer and retail sectors, developing and executing investment strategies, and possessing a strong understanding of financial markets and...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Description:We are seeking a Financial Manager for Healthcare Division to join our team in Newcastle. The successful candidate will be responsible for managing the financial activities of the healthcare division, including the development and implementation of financial policies and procedures, the preparation of financial statements and reports, and the...


  • Newcastle, KwaZulu-Natal, South Africa Sydsen Group (Pty) Ltd Full time

    About Us">Sydsen Group (Pty) Ltd is a leading dealership in Newcastle, KwaZulu-Natal, known for its commitment to excellence and customer satisfaction.Financial Manager Vacancy">We are seeking an experienced Financial Manager to join our team in Newcastle, KwaZulu-Natal. This role plays a critical part in our financial operations, ensuring profitability,...


  • Newcastle, KwaZulu-Natal, South Africa Old Mutual Full time

    **Job Title:** Senior Financial Services Advisor**About the Role:** We are seeking an experienced and skilled Financial Services Advisor to join our team in Newcastle, KwaZulu-Natal. As a key member of our sales team, you will be responsible for providing expert financial advice to clients, managing their financial portfolios, and developing new business...


  • Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    Job DescriptionWe are seeking an experienced Automotive Industry Financial Manager to join our team based in Newcastle. The ideal candidate will have a strong background in accounting and financial management, with a minimum of 6-8 years of experience in a motor dealership environment.The successful candidate will be responsible for managing and developing...


  • Newcastle, KwaZulu-Natal, South Africa Truesure Intermediary Services Full time

    We are seeking an experienced financial advisor with a proven track record of success and client retention. Previous experience in the insurance industry will be considered.Key Responsibilities:Provide expert financial planning advice to clientsMaintain long-term client relationships through excellent communication and service skillsStay up-to-date with the...


  • Newcastle, KwaZulu-Natal, South Africa Old Mutual Full time

    We are seeking a highly motivated and experienced Senior Financial Advisor to join our team in Newcastle. As a key member of our sales team, you will be responsible for providing expert financial advice to clients and growing our business in the region.About the RoleThis is an exciting opportunity for a seasoned financial professional to take on a leadership...


  • Newcastle, KwaZulu-Natal, South Africa Sydsen Full time

    About Our ClientOur client, a reputable and leading dealership in Newcastle, KwaZulu-Natal, seeks an experienced Financial Manager to join their team. This critical role plays a key part in the dealership's financial operations, ensuring profitability, sustainability, and growth.Key Responsibilities:Oversee and manage all financial activities, including...


  • Newcastle, KwaZulu-Natal, South Africa Sydsen Full time

    Job SummaryWe are seeking an experienced Financial Manager to join our team in Newcastle, KwaZulu-Natal. This role plays a critical part in the dealership's financial operations, ensuring profitability, sustainability, and growth.Key Responsibilities:Oversee and manage all financial activities, including budgeting, forecasting, and financial...


  • Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    We are seeking highly skilled diesel mechanics to join our team at a leading commercial dealership in Newcastle.As a diesel mechanic, you will play a crucial role in maintaining the high standards of quality and efficiency that our customers expect from us.Your primary responsibility will be to perform all customer service work, including inspection and...

  • Senior Accountant

    2 months ago


    Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    Job Title: Administration ManagerWe are seeking an experienced Administration Manager to join our team at The Recruitment Guy in Newcastle.Job Summary:The successful candidate will be responsible for ensuring the accurate and timely provision of financial and asset performance information to management, as well as overseeing the development of direct reports...


  • Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    About the RoleWe are seeking an experienced Administration Manager to join our team at "The Recruitment Guy" in Newcastle.This is a permanent employment opportunity in the Automotive Industry.Key ResponsibilitiesManage and Develop StaffIdentify and communicate key performance priorities to finance team members.Document performance agreements and schedule...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Summary:We are seeking a skilled Healthcare Cost Accounting Specialist to manage the cost accounting activities for our healthcare division. The successful candidate will be responsible for developing and implementing cost accounting policies and procedures, preparing financial statements and reports, and analyzing cost data.Key Responsibilities:*...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Company OverviewbeBee Professionals is a renowned organization based in Newcastle, dedicated to providing exceptional services to its clients.SalaryThe estimated annual salary for this role is between £45,000 - £60,000, depending on experience.Job DescriptionWe are seeking an experienced Government Grant Accountant to join our team. The successful...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Title: Cost Accounting Lead for Healthcare ServicesJob Summary:We are seeking a skilled Cost Accounting Lead for Healthcare Services to manage the cost accounting activities for our healthcare division. The successful candidate will be responsible for developing and implementing cost accounting policies and procedures, preparing financial statements and...


  • Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    Junior Accounting Clerk RoleAn experienced finance professional is required to manage daily EFT and cash transactions, maintain document control, and assist the finance team during month-end activities.Key Responsibilities:Monitor and manage EFT and cash transactionsMaintain an effective document control processAssist the finance team during month-end...


  • Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    We are seeking an experienced Event Planning Specialist to join our team at beBee Professionals in Newcastle. The successful candidate will be responsible for the planning, coordination, and execution of events, including conferences, meetings, exhibitions, and other special events.The ideal candidate should have:Proven experience in event planning and...