Senior Financial Planner
7 days ago
We are seeking a highly motivated and experienced Senior Financial Planner to join our team. The successful candidate will be responsible for providing professional financial services to clients, including sourcing, retaining, and growing a membership and client base.
The ideal candidate will have a strong background in financial planning, risk insurance, savings, and investments, as well as experience in servicing the degreed professional market. They will be able to provide holistic financial planning advice, sales, and implementation of PPS financial solutions in line with client needs.
- Main Responsibilities:
- Providing suitable advice to best fit client needs and requirements
- Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
- Meeting clients to understand their financial objectives
- Explaining complex information relating to Financial Advisory in a clear and effortless way
- Managing, maintaining, and building new and existing client relationships
- Growing a client book within the first 24 months and consistently thereafter
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Financial Planner
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Financial Planner
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Umhlanga, KwaZulu-Natal, South Africa Envestpro Full timeFuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success?About EnvestproWe are a community of entrepreneurs dedicated to helping each...
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South Africa Financial Planner
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Financial Planner
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Umhlanga, KwaZulu-Natal, South Africa Lonfin Wealth Bluestar Financial Advisory Services-Authorised by Sanlam Full timeLonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...
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Senior Financial Administrator
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Financial Planner Professional
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Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeAre you ready to embark on a rewarding career path that changes lives and shapes futures?We are seeking passionate individuals to join our team as Financial Advisors. As a Financial Advisor, you have the power to positively impact the lives of individuals and families by helping them secure their financial future.Key ResponsibilitiesProvide personalized...
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Financial Planning Specialist
4 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeCompany OverviewWe are Liberty Group Ltd, a reputable company committed to helping individuals secure their financial future. Our mission is to provide personalized financial advice and solutions that empower our clients to achieve their goals.Job DescriptionThe Financial Planner will be responsible for providing expert guidance on investment strategies and...
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Senior Financial Reporting Manager
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Umhlanga, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeAbout UsTalksure Pty Ltd is a leading provider of innovative insurance solutions. We are committed to delivering exceptional customer experiences and building long-term relationships with our clients. As a Senior Financial Reporting Manager, you will play a critical role in shaping our financial strategy and supporting business growth.ResponsibilitiesDevelop...
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Senior Financial Accountant
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeJob SummaryTalksure Pty Ltd is a dynamic company, and we are seeking a highly skilled Senior Financial Accountant to join our team.The successful candidate will be responsible for leading the financial accounting function, including preparation of financial statements, reconciliation of balance sheet accounts, preparation of tax and VAT returns, engagement...
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Senior Financial Reporting Specialist
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeAbout the Role:Talksure Pty Ltd is a leading company in the Financial Services Industry, and we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in providing accurate and timely financial reporting, analysis, and insights to support informed business decisions.Responsibilities:Financial...
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Senior Financial Manager
7 days ago
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Senior Financial Consultant
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Senior Financial Accountant
4 days ago
Umhlanga, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeJob DescriptionTalksure Pty Ltd seeks a highly skilled Financial Accountant to join our team. As a key member of our finance department, you will be responsible for accurate financial reporting on a monthly and annual basis for group companies.This includes compiling financial statements, reconciliation of balance sheet accounts, preparation of tax and VAT...
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Personal Finance Coordinator
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Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeJob ProfileWe are seeking a seasoned Financial Planner to join our team at Liberty Group Ltd. In this role, you will be responsible for managing existing client relationships and building new ones through expert financial advice and guidance. If you have a passion for delivering exceptional client service and driving business growth, we encourage you to...
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Financial Operations Leader
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Ignition CX Full timeAbout the RoleThis is a dynamic opportunity to take on a key role within Ignition CX, focusing on the financial aspects of our business.As a senior member of our team, you will be responsible for overseeing and directing all accounting operations, ensuring accurate and timely financial reporting.Drive the preparation of annual financial forecasts.Support the...
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Senior Financial Consultant
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Absa Full time**Job Summary**Absa Group Limited is a leading diversified financial services group in Africa, offering a wide range of products and services across personal and business banking, corporate and investment banking, wealth and investment management, and insurance.We are seeking an experienced Financial Adviser to join our team at Absa Regional Offices...
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Umhlanga Finance Manager
7 days ago
Umhlanga, KwaZulu-Natal, South Africa The Recruitment Council Full timeThe Recruitment Council is seeking an experienced Finance Manager to join our team in Umhlanga. As a South Africa Financial Planner, you will be responsible for overseeing all aspects of Finance within the company.Key Responsibilities:Developing and implementing financial strategies.Managing financial planning, analysis, and reporting.Leading the finance...
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Financial Operations Specialist
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Umhlanga, KwaZulu-Natal, South Africa Hire Resolve Full timeHire Resolve is partnering with a leading Media and Broadcasting Company to fill a key role in their financial operations.Key ResponsibilitiesOversee the planning, analysis, and reporting of the company's financial performance.Collaborate with senior management to develop and implement financial strategies.Ensure compliance with relevant financial...
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Data-Driven Financial Expert
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Umhlanga, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeRole DescriptionThis is an exciting opportunity for a highly motivated and experienced Data-Driven Financial Expert to join our finance team at Talksure Pty Ltd. As a key contributor, you will play a critical role in driving business growth through strategic financial planning, analysis, and reporting.ResponsibilitiesDevelop and maintain robust financial...