Financial Planning Specialist

We are seeking a Financial Planning Specialist to join our team at EQ-FIN. As a Financial Planning Specialist, you will be responsible for providing expert financial advice and guidance to clients, helping them make informed decisions about their finances.Your key responsibilities will include:Conducting thorough financial assessments for clients to...

The Recruitment Council seeks a skilled Financial Planning Specialist to guide individuals in achieving their financial objectives through comprehensive planning and investment management.Purpose of PositionAs a Financial Planning Specialist, you will assist clients in developing personalized financial plans by assessing their current financial situations,...

Company OverviewTescon Financial Services is a representative of Discovery Life Limited, a registered insurer and financial services provider. As associates of a trusted entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services.About the RoleThis is a full-time role for a Financial...

Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team. In this role, you will be responsible for providing financial analysis and support to senior management, as well as developing and implementing financial strategies to drive business growth.The ideal candidate will have a strong background in accounting and financial...

iMasFinance invites applications from highly skilled and dedicated professionals to fill the position of Financial Planning Specialist. As a key member of our team, you will be responsible for assisting clients in creating personalized financial plans, providing expert advice on financial products and services, and conducting thorough needs analyses of...

Job DescriptionWe are seeking an experienced and skilled financial professional to join our team as a Financial Planning and Control Specialist. This role is responsible for overseeing the accounts payable section, undertaking branch administration and control, and producing key reports.Main ResponsibilitiesSupervise the accounts payable team and ensure...

Gayede BlueStar is a licensed entity under Sanlam Financial Services, dedicated to financial empowerment in South Africa.We offer comprehensive financial services tailored for personal and corporate needs at our strategic locations in Richard's Bay, Pietermaritzburg, Kokstad, Bizana, and Durban.This full-time hybrid role for a Financial Advisor at Gayede...

We are seeking a highly skilled and experienced Financial Advisor to provide personalized financial guidance to clients. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve their financial goals.Job Responsibilities:Provide comprehensive financial plans to clients.Recommend...

Business Development OpportunitiesAs a Salaried Financial Advisor - Product Specialist at Old Mutual, you will have the opportunity to develop and implement business strategies to drive growth and revenue. You will analyze market trends and customer needs to identify new business opportunities, working closely with internal stakeholders to ensure seamless...

Job DescriptionWe are seeking a highly skilled Financial Management Specialist to join our team at Accounting & Financial Advisory. As a key member of our accounting department, you will be responsible for preparing monthly financial statements in compliance with company policies and accounting standards.Key Responsibilities:Prepare and review financial...

Job DescriptionWe are looking for self-motivated and dynamic individuals who have a passion for entrepreneurial spirit to join our team.The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and...

As an Investment Planning Specialist at Sanlam Limited, you will play a critical role in helping our clients achieve their financial goals. We are looking for a skilled and experienced professional who can provide expert advice and guidance on investment planning and wealth management.Key ResponsibilitiesDeveloping and implementing investment plans tailored...

Are you a results-driven professional looking for a challenging role in the financial services sector?Tower Group South Africa (PTY) Ltd is seeking an experienced Financial Planner to join our team.The ideal candidate will have a proven track record in sales and client relationship management, with expertise in providing expert financial planning and...

About Tescon Financial ServicesWe are a trusted representative of Discovery Life Limited, a registered insurer and financial services provider. Our team is dedicated to delivering exceptional client service, and we are committed to helping our clients achieve their financial goals.Job DescriptionWe are seeking an experienced Financial Advisor to join our...

About the Role:We are seeking a highly organized and detail-focused individual to join our team as a Business Operations Assistant. The successful candidate will provide administrative support to the Financial Planning Partner, ensuring efficient delivery of client services. Key responsibilities include maintaining accurate records, facilitating effective...

About the RoleWe are seeking a highly skilled and motivated individual to fill this critical position. As a Salaried Financial Advisor, you will be accountable for delivering results through your own efforts and making a significant impact on our business.ResponsibilitiesProvide high-quality service to customers by identifying opportunities to secure new...

About UsOld Mutual is a leading insurance company in Africa, committed to creating value for our customers and stakeholders. We believe in empowering our employees to grow professionally and personally.The Role at a GlanceWe are looking for driven and ambitious individuals to join our team as Aspiring Financial Advisors. In this role, you will have the...

Job Overview:We are seeking an experienced Insurance Financial Planning Consultant to join our team at Rad Resources. As a key member of our organization, you will play a vital role in helping our clients achieve their long-term financial goals.Responsibilities:Conduct Comprehensive Needs Analysis: Perform thorough financial needs assessments for clients,...

Company DescriptionTescon Financial Services is a juristic representative of Discovery Life Limited, a registered long-term insurer and authorized financial services. As associates of a trusted and regulated entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services to our clients.Role...

About Riseup ManagementRiseup Management is a leading provider of financial advisory services, dedicated to helping individuals and businesses achieve their financial goals.