Senior Financial Planning Officer

Key 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

Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

Company 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...

Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

We 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...

Catch Recruit is an employer of choice in the financial sector, offering exciting opportunities for professionals to grow and develop their careers. If you are looking for a challenging and rewarding role, we invite you to explore our current vacancies.About the Position:Responsibilities:Develop and execute strategic objectives as articulated by the Chief...

As 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...

Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...

We are seeking a highly skilled and motivated individual to fill the role of Senior Para-Planner at Engineering Jobs. The ideal candidate will have a strong background in finance and administration, with excellent communication and interpersonal skills.The key responsibilities of this role include:Providing administrative support to Senior and Junior...

Job title : Senior Legal Officer - (433)Job Location : Gauteng, PretoriaDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries KEY PERFORMANCE AREAS  Litigation Support and GuidanceLead and provide expert guidance on litigation support for multi-agency initiatives, such as the Shared Forensic Capability, to facilitate the...

Job Spec: Senior Financial Manager Senior Financial Manager to lead the groups daily financial operations. This is a senior management role responsible for high-level financial planning and reporting, as well as providing ongoing strategic insights to the executive team.Reporting directly to the Chief Financial Officer (CFO), you will play a critical role in...

Job Spec: Senior Financial Manager Senior Financial Manager to lead the groups daily financial operations. This is a senior management role responsible for high-level financial planning and reporting, as well as providing ongoing strategic insights to the executive team.Reporting directly to the Chief Financial Officer (CFO), you will play a critical role in...

Why Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...

About UsInnovative Financial Advisor Services is a forward-thinking insurance advisory that offers innovative solutions to meet clients' unique financial needs. Our team of experts provides comprehensive financial planning, investment advice, and retirement planning services to help clients achieve their long-term financial goals.Why Join Us?Opportunity to...

5 days ago Be among the first 25 applicantsDirect message the job poster from 1.618 Financial ServicesCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time Executive Independent Financial Advisor role is a hybrid position, located in Pretoria, with some work from home acceptable. The responsibilities include providing...

Reporting directly to the Chief Financial Officer (CFO), you will play a critical role in enhancing financial operational efficiency and delivering key financial insights to help shape and support the groups strategic direction.The ideal candidate should have a strong background in financial management, leadership, communication skills, and business...

Reporting directly to the Chief Financial Officer (CFO), you will play a critical role in enhancing financial operational efficiency and delivering key financial insights to help shape and support the groups strategic direction.The ideal candidate should have a strong background in financial management, leadership, communication skills, and business...

Job OverviewThe Postbank (SOC) Ltd is seeking a highly skilled Senior Strategy Officer to lead the formulation and implementation of our corporate strategy. As a key member of our executive team, you will be responsible for developing and executing strategic plans that drive business growth and improve operational efficiency.Main Responsibilities:Develop and...

About UsInnovative Financial Advisor Services offers innovative solutions to meet clients' unique financial needs. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance, and medical-aid in RSA.Your RoleThis hybrid role is based in Pretoria and Johannesburg, with the...

We're seeking a highly skilled Senior Financial Wellness Consultant to join our team at Bayport Financial Services. This is an excellent opportunity to make a real difference in the lives of our Corporate clients and help them achieve financial stability.About the Role:This role will involve working closely with employees to assess their financial...