Financial Planning Specialist

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...

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...

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...

Company OverviewSanlam is a leading financial services provider in South Africa, committed to building strong relationships with our employees and clients. We pride ourselves in helping our advisors realise their worth and achieve great things.Job DescriptionThe purpose of this role is to provide new and existing clients with professional and relevant...

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...

Hilgard Financial Services is seeking a highly motivated Investment Solutions Specialist to join our team. As a key member of our team, you will play a vital role in delivering personalized investment solutions to our clients.About the RoleThis entry-level position offers a unique opportunity for individuals to develop their skills in financial planning,...

Specialist Confectionery is an innovative company looking for a skilled Business Development Specialist to join its dynamic team. This role requires a strategic thinker who can develop and execute business plans, leveraging industry insights to drive sales growth and improve market share.Main Responsibilities:Market Analysis: Conduct thorough market research...

Job OpportunitySpecialist Confectionery is seeking a Team Lead Confectionery Specialist to lead our sales team. As a key member of our team, you will be responsible for driving sales growth, improving customer satisfaction, and ensuring operational efficiency.Key Responsibilities:Develop and implement strategic plans to increase sales and improve customer...

Company OverviewInnovative Financial Advisor Services is a modern and well-capitalized insurance advisory that offers unique solutions to clients. As an open architecture brokerage, our team of experts can provide comprehensive financial planning, investment advice, and retirement planning services.

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...

About the RoleSpecialist Confectionery is seeking a Confectionery Business Development Specialist to join our team in Pretoria.This role is responsible for developing and implementing strategic plans to drive sales growth, improve customer satisfaction, and increase revenue.Main Responsibilities include:Retail strategy development: Drive sales growth,...

Job DescriptionThe Financial Planning Manager will be responsible for developing and implementing financial planning strategies to support the growth and success of our business in Pretoria.Key ResponsibilitiesFinancial Planning: Develop and maintain comprehensive financial plans, outlining revenue projections, expense budgets, and cash flow...

Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning and managing leads, interacting with potential...

Specialist Confectionery is seeking a highly skilled retail operations specialist to oversee daily operations and deliver exceptional customer service in the Pretoria region.Main Responsibilities:Strategic Retail Planning: Develop and implement effective sales growth strategies to enhance customer satisfaction and drive business results.Talent Empowerment...

About the RoleSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.We're seeking an experienced Financial Planning Consultant to join our team....

As a Planned Maintenance Specialist, you will play a vital role in developing and implementing a comprehensive maintenance strategy. This will focus on improving plant and machinery performance, reducing downtime, and increasing overall efficiency.Main ResponsibilitiesDevelop and implement a high-quality maintenance plan that aligns with our internal...

Job OverviewThe Financial Intelligence Centre is seeking an experienced Visual Design Specialist to join its team. As a key member of our communications department, you will be responsible for creating engaging visual content that effectively communicates our message to internal and external stakeholders.

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...