Financial Planning Manager
6 days ago
Client Consultations
- Conduct thorough client assessments to identify their financial goals and objectives
- Develop personalized financial plans to meet clients' needs
Financial Planning and Advice
- Provide comprehensive financial planning and investment advice to clients
- Maintain accurate records of client interactions and plan progress
-
Financial Planning Expert
5 days ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany 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...
-
Financial Planning and Advisory Role
6 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeWe 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...
-
Financial Planning Specialist
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAs 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...
-
Financial Planning Manager
4 days ago
Pretoria, Gauteng, South Africa Rock Creek Health Full timeAs a key member of the Rock Creek Health team, the Planning Manager plays a crucial role in overseeing the financial planning and analysis processes. This individual is responsible for providing financial guidance while operating within the business code of conduct, policies, and all applicable laws and regulations.Key Responsibilities:Manage all aspects of...
-
Financial Planning Manager
1 day ago
Pretoria, Gauteng, South Africa Dgl Hr Full timeJob DescriptionWe are seeking a skilled Leasing Executive to provide financial and estate planning advice to our Private and Business Banking Clients.The successful candidate will have a strong understanding of long-term insurance products, the bank's offerings, processes, and systems.Proven experience in sales environments, specifically intermediary...
-
Financial Planning and Analysis Manager
2 days ago
Pretoria, Gauteng, South Africa SkinPhD South Africa Full timeKey ResponsibilitiesThe Financial Manager will be responsible for overseeing the company's financial operations, ensuring stability, compliance, and strategic growth. This role requires strong analytical skills, financial planning expertise, and a deep understanding of franchise operations.Responsibilities:Develop and implement financial strategies to...
-
Financial Planning Consultant
6 days ago
Pretoria, Gauteng, South Africa Crayon Full timeFinancial 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...
-
Financial Planning Specialist
5 days ago
Pretoria, Gauteng, South Africa Firstrand Full timeJob DescriptionFirstrand is seeking a Financial Planning Specialist to join our team. The successful candidate will have a strong background in financial planning and control, with experience in import and distribution.Key ResponsibilitiesDevelop and maintain effective relationships with stakeholders, including sales staff, group finance, and executive...
-
Financial Wellness Unit Manager
4 weeks ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeJob title : Financial Wellness Unit Manager - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionEnsure the smooth running of the allocated Financial Wellness Unit by compiling and implementing solves, marketing and promotional plans. Positively manage performance of all...
-
Controller - Financial Planning
1 day ago
Pretoria, Gauteng, South Africa Dlk Group Full timeJob SummaryWe are seeking a seasoned Data And Technical Analysis Consultant to join our dynamic team at Dlk Group. In this role, you will be responsible for managing day-to-day financial transactions, preparing accurate financial statements and reports, and overseeing accounting processes and financial data. You will also develop and implement financial...
-
Director of Financial Planning
5 days ago
Pretoria, Gauteng, South Africa Catch Recruit Full timeCatch 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...
-
Financial Planning Specialist
6 days ago
Pretoria, Gauteng, South Africa Sanlam Full timeCompany 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...
-
Financial Planning Consultant
6 days ago
Pretoria, Gauteng, South Africa Sanlam Full timeAbout 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....
-
Budgeting and Financial Planning Specialist
2 days ago
Pretoria, Gauteng, South Africa DAV Professional Placement Group Full timeJob Description">We are seeking a highly skilled Budgeting and Financial Planning Specialist to join our team at DAV Professional Placement Group. As a key member of our finance department, you will be responsible for developing and implementing financial plans, conducting financial analysis, and managing financial models.">Main...
-
Budget and Financial Planning Expert
1 day ago
Pretoria, Gauteng, South Africa IQVIA Argentina Full timeJob Title: Budget and Financial Planning ExpertWe are looking for a Budget and Financial Planning Expert to join our team at IQVIA Argentina. As an Account Controller, you will monitor and control costs to ensure efficient use of resources.About the Role:Monitor and control costs to ensure efficient use of resources.Implement cost-saving measures and...
-
Executive Financial Advisor Professional
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full timeAt 1.618 Financial Services, we are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team.This full-time role is a hybrid position, located in Pretoria, with some work from home acceptable. As an Executive Independent Financial Advisor, you will be responsible for providing personalized financial advice to clients,...
-
Financial Reporting and Planning Assistant
2 days ago
Pretoria, Gauteng, South Africa Fusion Recruitment Full timeAbout the JobWe are seeking a skilled Financial Planning and Analysis Assistant to join our team at Fusion Recruitment.The successful candidate will be responsible for providing financial planning and analysis support, including financial statement preparation, statutory returns, and risk assessment.Key AccountabilitiesPrepare and analyze financial...
-
Financial Analysis and Planning Professional
2 days ago
Pretoria, Gauteng, South Africa Fusion Recruitment Full timeJob SummaryFusion Recruitment is hiring a Financial Planning and Analysis Assistant to provide financial planning and analysis support to their team.The ideal candidate will have sound knowledge of accounting principles and practices, as well as experience in financial statement preparation and analysis.Main ResponsibilitiesPrepare and submit statutory...
-
Executive Independent Financial Advisor
4 days ago
Pretoria, Gauteng, South Africa 1.618 Financial Services Full time5 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...
-
Financial Planning Expert
11 hours ago
Pretoria, Gauteng, South Africa Catch Recruit Full timeJob DescriptionWe are seeking a Senior Tax Consultant / Accountant to join our dynamic team. The ideal candidate will provide tax planning, compliance, and advisory services to clients.Key ResponsibilitiesManage the full accounting and tax function portfolio, ensuring accuracy and efficiency.Produce monthly management reports, highlighting key financial...