Financial Planner

Financial Planner Job DescriptionAs a Financial Planner at Insurance and Wealth Creation Professionals, you will play a vital role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and implement personalized financial plans that cater to the unique needs and risk profiles of our clients.Main...

Financial Planning RoleAt Insurance and Wealth Creation Professionals, we are seeking a skilled Financial Planning Expert to join our team. As a key member of our financial services team, you will play a vital role in helping individuals and businesses achieve their financial goals.Key Responsibilities:Client Consultation and AssessmentMeet with clients to...

**Hereford Group: Financial Planner** **Location: Century City, Cape Town** **Are you a Financial Planning graduate with a sales experience, seeking an opportunity to build your career as a Financial Planning professional? If yes, and you meet the below job criteria, then this opportunity might be the one for you.** - Execute and negotiate follow through...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

A growing retail company is seeking an experienced Inventory Controller to join their team. This role will be crucial in ensuring that all stock-related movements are accurately processed. A background in Finance, Account Management, or Planning is preferred. Responsibilities: Store Operations: - Conduct regular variance checks and compile reports across...

Overview: Our client is a prominent leader in the swimming pool, spa pumps and filters, aquaponics, hydroponics, and agriculture industries. They are looking for a Warehouse/Stock Controller to become part of their team. Established locally in South Africa, it is renowned for its exceptional product design, outstanding service, and reliable parts. This role...

An exciting opportunity has become available for Personal Assistant for a renowned public speaker and television presenter. The position is based in Sandton, Johannesburg. **REQUIREMENTS**: - University Degree (BA; BSc; BCom) - 5+ years’ experience in a Personal Assistant role - Exhibit self-discipline; organisational skills; and resourcefulness -...

Key Accountabilities/ Principal Responsibilities Key Duties Communicate and coordinate Health and Safety info from Passenger Transport Interchanges and the GM and Operations Manager Provide Passenger Transport information reports to the Client and the GM Attend Client meetings and report on Passenger Transport information services Communicate OHS values to...