Financial Planning and Philanthropy Expert
5 days ago
To be successful in this role, you will need to have a bachelor's degree in finance or a related field and at least 8 years of experience in the Wealth Management industry. You should also have a strong understanding of financial planning and philanthropy as well as excellent communication and interpersonal skills.
In addition to your technical skills and experience, you should have a strong work ethic and be able to work independently with minimal supervision. You should also be able to think critically and come up with creative solutions to complex problems.
If you have a passion for helping others and are looking for a challenging and rewarding career opportunity, please apply today.
-
Financial Planning Expert
4 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...
-
Budget and Financial Planning Expert
2 hours ago
Pretoria, Gauteng, South Africa IQVIA Argentina Full timeJob Title: Budget and Financial Planning ExpertWe are looking for a Budget and Financial Planning Expert to join our team at IQVIA Argentina. As an Account Controller, you will monitor and control costs to ensure efficient use of resources.About the Role:Monitor and control costs to ensure efficient use of resources.Implement cost-saving measures and...
-
Financial Planning Manager
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeKey ResponsibilitiesClient ConsultationsConduct thorough client assessments to identify their financial goals and objectivesDevelop personalized financial plans to meet clients' needsFinancial Planning and AdviceProvide comprehensive financial planning and investment advice to clientsMaintain accurate records of client interactions and plan progress
-
Financial Planning and Advisory Role
5 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeWe are seeking a highly skilled Financial Advisor to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We...
-
Financial Planning and Analysis Expert
5 days ago
Pretoria, Gauteng, South Africa RCL FOODS Full timeRCL FOODS is a company committed to 'We grow what matters'. We are seeking an experienced Financial Planning and Analysis Expert to join our Commercial team.This role involves providing analytical support and expertise as a Syspro super user. The successful candidate will have a background in financial planning and analysis, a passion for ERP/Reporting...
-
Financial Planning Specialist
2 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAs a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...
-
Financial Planning Consultant
5 days ago
Pretoria, Gauteng, South Africa Crayon Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning and managing leads, interacting with potential...
-
Business Development Manager
5 days ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeWhat We OfferThe Recruitment Council offers a competitive salary and benefits package, including health insurance, retirement plan, and paid time off. We also offer opportunities for professional development and advancement within the company.We are committed to creating a diverse and inclusive work environment that values and respects the contributions of...
-
Financial Expert
6 days ago
Pretoria, Gauteng, South Africa Network Recruitment Full timeJob SummaryWe are seeking an experienced Financial Expert to join our team at Network Recruitment. The successful candidate will be responsible for managing the company's financial operations, including cash flow management, accounts management, budget planning and control, audit requirement management, full tax management, and financial reporting and...
-
Wealth Management Specialist
5 days ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeAbout the RoleThe Recruitment Council is seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for developing and designing client value propositions that meet the needs of our clients in the Wealth Management industry.You will work closely with our marketing team to ensure that our products and services are...
-
Financial Expert
2 hours ago
Pretoria, Gauteng, South Africa Scholtz Partners International (Pty) Ltd Full timeWe are seeking a Financial Expert to join our team at Scholtz Partners International (Pty) Ltd. As a highly skilled professional, you will play a crucial role in optimising collection strategies and improving financial processes.The ideal candidate will have 8-10 years of financial analysis experience, including 3-4 years at a junior management level. A...
-
Client Value Proposition Developer
5 days ago
Pretoria, Gauteng, South Africa The Recruitment Council Full timeKey ResponsibilitiesDesign and develop client value propositions that meet the needs of our clients in the Wealth Management industry.Work closely with our marketing team to ensure that our products and services are aligned with the needs of our clients.Conduct market research and analyze data to identify trends and opportunities in the Wealth Management...
-
Financial Enforcement Expert
2 hours ago
Pretoria, Gauteng, South Africa Afrizan People Intelligence Full timeAfrizan People Intelligence requires a financial enforcement expert to lead debt recovery efforts and ensure compliance with regulatory requirements.Primary Responsibilities:Develop and execute comprehensive debt recovery plansLiaise with stakeholders to resolve complex debt issuesImplement robust governance, risk, and compliance frameworksFoster a...
-
Short-Term Insurance Expert
5 days ago
Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full timeAt BetterSure Financial Consultants, we require a Short-Term Insurance Expert to handle non-motor claims. This role involves assessing claims, coordinating with service providers, and ensuring compliance with company policies and regulatory requirements.Job Description:Assess claims validity by reviewing documentation, conducting investigations, and liaising...
-
Planning and Analysis Professional
4 days ago
Pretoria, Gauteng, South Africa Mérieux Nutrisciences Full timeJob DescriptionMérieux Nutrisciences seeks an experienced Planning Manager to join our team. As a key member of the organization, this role will be responsible for overseeing the financial planning and analysis processes, providing critical guidance on financial matters, and leading a team of professionals to achieve business objectives.Key...
-
Financial Planning Specialist
4 days ago
Pretoria, Gauteng, South Africa Firstrand Full timeJob DescriptionFirstrand is seeking a Financial Planning Specialist to join our team. The successful candidate will have a strong background in financial planning and control, with experience in import and distribution.Key ResponsibilitiesDevelop and maintain effective relationships with stakeholders, including sales staff, group finance, and executive...
-
Insurance Planning Specialist
7 days ago
Pretoria, Gauteng, South Africa Liberty Standard Bank Group 2 Full time**About Us:** Liberty Standard Bank Group 2 is a leading financial institution that values client-centricity and innovative thinking. Our team of experts is dedicated to providing exceptional service and tailored solutions for our clients.Job Description:We are seeking a highly skilled Financial Adviser to join our team, responsible for conducting thorough...
-
Estate Planning Expert
5 days ago
Pretoria, Gauteng, South Africa Sanlam Full timeJob DescriptionThis role is responsible for providing new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements. This involves growing the Sanlam Adviser Business by applying knowledge and understanding of market segmentation and customer profiles to support sales and...
-
Financial Planning Consultant
5 days ago
Pretoria, Gauteng, South Africa Sanlam Full timeAbout the RoleSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.We're seeking an experienced Financial Planning Consultant to join our team....
-
Financial Analysis Expert
1 day ago
Pretoria, Gauteng, South Africa AFRIZAN Full timeAbout AFRIZANAFRIZAN is a leading provider of outsourced financial data analysis services. Our team of experts works closely with clients to provide insightful analysis that drives strategic decision-making.