Financial Services Coordinator
1 day ago
We are looking for a skilled Paraplanner to join our dynamic team at CA Financial Appointments. In this role, you will provide essential administrative support to our Advisors, ensuring seamless delivery of high-quality financial services to our clients.
Key responsibilities include:
- Managing client portfolios and preparing financial documents
- Reviewing customer risk coverage and advising on necessary actions
- Maintaining accurate records and managing client relationships
To succeed in this role, you will need:
- A minimum of 3-5 years of experience in a similar role
- A relevant tertiary qualification and CFP designation
- Excellent communication and organizational skills
A competitive salary of $65,000 - $85,000 per annum reflects the importance of this role within our organization. If you are a driven and detail-oriented individual, please submit your application for consideration.
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Administrative Financial Services Coordinator
3 weeks ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeCompany Overview: Mirna Butler Recruitment is a well-established recruitment agency based in Bloemfontein, with a reputation for delivering top talent to our clients.Job Title: Administrative Financial Services CoordinatorEstimated Salary: R 9,000 per month, depending on experienceJob Description: We are currently recruiting for an experienced Administrative...
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Financial Services Professional
4 weeks ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob OverviewWe are seeking a skilled Financial Services Professional to join our team at Origin Financial Group.About the RoleThis is a remote position with frequent business travel within South Africa and neighboring countries. As a Wealth Advisor, you will be responsible for developing new business and maintaining existing relationships with clients.Key...
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Experienced Financial Planning Coordinator
4 weeks ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeWe are looking for a dedicated and skilled Paraplanner to join our team at CA Financial Appointments. As a key member of our close-knit, high-performing team, you will play a vital role in supporting our Advisors in delivering exceptional client service.The ideal candidate will possess relevant tertiary qualifications and have 3-5 years of experience within...
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Financial Consultant Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...
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Funeral Services Coordinator
2 weeks ago
Bloemfontein, Orange Free State, South Africa AVBOB South Africa Full timeJob Title : Funeral Services CoordinatorAbout the RoleWe are seeking a highly motivated and experienced Funeral Services Coordinator to join our team at AVBOB South Africa. In this role, you will be responsible for arranging funerals and cremations, obtaining legal documentation, maintaining records, providing counselling and support to bereaved families,...
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Financial Wellbeing Expertise Professional
2 weeks ago
Bloemfontein, Orange Free State, South Africa Summit Financial Partners Full timeSummit Financial Partners: A Rewarding Career in Financial WellbeingWe are seeking highly motivated and determined individuals to join our team as Financial Wellbeing Consultants in the Sasolburg area. As an ambassador for Summit, you will build strong relationships with key stakeholders in client companies and Summit's business partners.Key...
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Senior Financial Planning Assistant
1 day ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a dedicated and experienced Paraplanner to join their team. As a key member of the financial services industry, this role offers an exciting opportunity for growth and professional development.The successful candidate will have a minimum of 3-5 years of experience in a similar role, with a strong understanding of...
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Paraplanner - Financial Planning Support Specialist
2 months ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeFinancial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.Key Responsibilities:Develop and maintain accurate client records and portfolio documentsPrepare client...
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Administrative Services Coordinator
6 days ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeKey ResponsibilitiesProvide exceptional customer service and handle all incoming calls and emailsManage and maintain accurate records and databasesAssist with marketing efforts and coordinate events**Estimated Salary:** R120,000 - R150,000 per annum (dependent on experience)
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Customer Service Coordinator
6 days ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeAs a Customer Service Coordinator, you will play a key role in providing exceptional customer service and support to our clients in Bloemfontein. This is an exciting opportunity to join our client's team and contribute to their success.Our client offers a comprehensive benefits package, including a salary of R9,500 per month, which is highly competitive in...
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Financial Operations Coordinator
3 weeks ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeJob Title: Financial Operations CoordinatorWe are seeking a meticulous and organized Administrative Clerk to join our team in Bloemfontein.If you have a passion for detail-oriented work, excellent organizational skills, and a drive to make an impact in the financial sector, we would love to hear from you.Candidates who meet the below minimum requirements are...
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Financial Services Professional
5 days ago
Bloemfontein, Orange Free State, South Africa Fokus Personnel CC Full timeJob DescriptionWe are seeking a highly skilled Financial Services Professional to join our team at Fokus Personnel CC. As an experienced accountant, you will be responsible for providing comprehensive financial services to our clients.Key ResponsibilitiesManage all aspects of financial management, including budgeting, forecasting, and financial...
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Financial Services Professional
3 weeks ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timeJob Title: Financial Services ProfessionalWe are seeking a highly skilled Financial Services Professional to join our team at Perfect Placement Recruitment.About the RoleThis is an excellent opportunity for a motivated and experienced Wealth Advisor to take on a challenging role, driving business growth and development in South Africa and neighbouring...
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Senior Financial Services Provider
1 month ago
Bloemfontein, Orange Free State, South Africa Sanlam Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Sanlam Developing Markets. The successful candidate will be responsible for providing expert financial advice and planning services to our clients.Key ResponsibilitiesDeliver high-quality financial advice and planning services to clientsDevelop and implement comprehensive...
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Financial Services Expert
1 month ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timeKey ResponsibilitiesThe successful candidate will be responsible for developing new business and maintaining existing business relationships with clients.Key Responsibilities Include:Building and maintaining relationships with clients to increase loyalty and generate new business opportunities.Developing and maintaining comprehensive financial plans for...
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Financial Services Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timeJob Title: Financial Services SpecialistSalary Range: R300,000 - R600,000 per annumJob DescriptionThis role is an excellent opportunity for a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Financial Services Specialist, you will be responsible for developing new business and maintaining existing relationships with clients.You...
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Financial Services Specialist
4 weeks ago
Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full timePerfect Placement Recruitment is a leading recruitment agency that connects clients with top talent in the financial sector.We are currently seeking a skilled Financial Services Specialist to join our client's team in KZN and/or Bloemfontein. The ideal candidate will have a strong background in wealth management and excellent communication skills.The role...
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Financial Services Representative
1 month ago
Bloemfontein, Orange Free State, South Africa MMI Holdings Ltd Full timeMMI Holdings Ltd, a leading financial services brand in South Africa, seeks a skilled Financial Services Representative to join its team in Bloemfontein.About MMI Holdings LtdWith a 116-year legacy of serving the communities in which it operates, MMI Holdings Ltd represents true empowerment in serving Africa's people through affordable financial solutions...
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Financial Services Professional
1 month ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeAt Mirna Butler Recruitment, we are seeking a highly skilled Financial Services Professional to join our team.The ideal candidate will have a Bachelor's Degree in Accounting, be an article clerk with the South African Institute of Public Accountants (SAIPA), and have passed the SAIPA examination.The successful candidate will possess excellent attention to...
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Financial Services Sales Professional
3 weeks ago
Bloemfontein, Orange Free State, South Africa iMasFinance Full timeJob Title: Financial Services Sales Professional - Bloemfontein OpportunityWe are seeking a highly skilled and motivated Financial Services Sales Professional to join our team in Bloemfontein.About the Role:The successful candidate will be responsible for selling financial services products to clients in the Free State region, with a focus on building strong...