Investment Planning Expert

Job Description:As an experienced Financial Adviser, you will be responsible for providing clients with expert financial guidance and planning services.You will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Using your knowledge and expertise, you will help clients make informed decisions about...

Wealth Management StrategyAt Old Mutual, we believe that everyone deserves to achieve their lifetime goals. That's why we're looking for a Wealth Management Advisor to join our team. As a key member of our team, you'll be responsible for developing and implementing wealth management strategies for our clients.ResponsibilitiesDevelop and implement wealth...

About the JobWe are looking for a highly motivated and experienced Financial Planning Professional to join our team at Sanlam Group. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to clients on all aspects of their financial lives.Key Responsibilities:Develop and implement comprehensive...

About the PositionWe are looking for an experienced Estate Planning Advisor to join our team at Sanlam Group. As a key member of our estate planning team, you will be responsible for providing expert advice and guidance to clients on all aspects of their estate planning needs.Key Responsibilities:Develop and implement comprehensive estate plans for clients,...

Job title : Investment Analyst (Bloemfontein)Job Location : Free State, BloemfonteinDeadline : March 24, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryProvide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques. Job...

About UsSanlam Life Ltd is a leading financial services provider in the South African market. Our company's core values revolve around appreciating individuals' worth and inspiring them to realise their potential. We pride ourselves on building strong relationships with our financial advisors and providing a supportive environment that fosters personal...

About NefcorpNefcorp is a trusted partner in the finance industry, and we are committed to excellence in everything we do. As a Financial Analyst, you will have the opportunity to work on high-profile projects, build your skills and expertise, and contribute to the success of our organization.The role of the Financial Analyst involves providing support...

Job Overview:We are looking for an Investment Product Sales Executive to join our team. The successful candidate will be responsible for attracting and acquiring quality Third Party Fund Administration customers.The ideal candidate will have a strong background in sales and business development, with a proven track record of success in the financial services...

As a Sales Growth Expert at WORKERS HOLDINGS, you will play a critical role in driving the growth of our business insurance portfolio.We are seeking someone with 3 years of external sales experience in a face-to-face selling environment and proficiency in Microsoft Word and Excel.The ideal candidate will be fluent in both English and Afrikaans and possess...

Investment Wealth Manager - Pipeline BloemfonteinApplyLocations: BloemfonteinTime Type: Full timePosted On: Posted 2 Days AgoJob Requisition ID: R-15962332Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family...

Job SummaryWe are seeking a skilled Investment Planning Consultant to join our team. The successful candidate will be responsible for providing expert financial advice to our clients, identifying their financial needs, and recommending suitable investment plans. Strong communication and interpersonal skills are essential for this role.Key...

About the RoleWe are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Sanlam Group. As a key member of our financial planning team, you will be responsible for providing expert advice and guidance to clients on all aspects of their financial lives.Key Responsibilities:Develop and implement comprehensive financial plans...

About This OpportunityWe are seeking an experienced Wealth Management Consultant to join our team at Sanlam Group. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to clients on all aspects of their wealth creation and preservation.Key Responsibilities:Develop and implement comprehensive wealth...

About NefcorpNefcorp is a leading organization in the finance industry, and we are seeking a highly skilled Financial Analyst to join our team. The role of the Financial Analyst will be to provide support functions to the Regional Manager and Investment Associates on all areas of transaction execution.The successful candidate will have a solid understanding...

Risk Management ExpertiseAs a Risk Management Expert at Old Mutual, you'll play a critical role in ensuring the financial security of our clients. You'll be responsible for assessing risk and providing expert advice on how to mitigate it. If you have a passion for risk management and want to make a real difference, we'd love to hear from...

Succeed in Finance with UsAre you looking for a rewarding career in finance? At Old Mutual, we are seeking a talented Financial Advisor to join our team. In this role, you will be responsible for building strong relationships with our customers, understanding their financial needs, and providing expert guidance to help them achieve their financial...

Job SummaryTo provide expert support in the collection and analysis of investment information, enabling informed decision-making and recommendation formulation. This involves executing predefined objectives as per agreed standard operating procedures.

Empowering Financial FuturesAs a Financial Services Specialist at Old Mutual, you will play a vital role in shaping the financial destiny of our customers. Your expertise will help identify their financial needs, provide tailored solutions, and empower them to take control of their financial futures.About UsOld Mutual is a firm believer in the African...

IQVIA, a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries, is seeking a highly skilled Compliance Expert Lead.As a senior member of the Quality and Compliance Team, you will be responsible for monitoring and maintaining internal compliance in line with...

Company OverviewNDC Personnel & Contractors CC is a leading provider of staffing solutions for the IT industry.Our team of experts has years of experience in placing top talent with businesses across the country. We pride ourselves on our ability to understand the needs of both clients and candidates, ensuring that every placement is a success.At NDC...