Certified Financial Services Expert
3 days ago
We are seeking a talented Financial Planning Specialist to join our team at Vine Recruitment. The ideal candidate will have a strong background in financial planning and excellent problem-solving skills.
About the Role:This is an exciting opportunity for a motivated individual to take on a challenging role as a Wealth Management Consultant. The successful candidate will be responsible for providing expert financial advice to clients and developing tailored wealth management plans.
Key Responsibilities:- Prospect and close new business opportunities
- Maintain existing relationships with clients
- Develop and implement comprehensive financial planning strategies
- Analyze and evaluate complex financial information
- Present clear and concise financial recommendations to clients
- Implement and monitor financial planning recommendations
- Degree in finance or related field (NQF 6 with 120 credits)
- Certified Financial Planner (CFP) designation
- 2+ years of experience in financial services
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office Suite
- Ability to work independently and as part of a team
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Financial Planning Professional
3 days ago
Paarl, Western Cape, South Africa Vine Recruitment Full timeAt Vine Recruitment, we are seeking a skilled Financial Planning Professional to join our team. The ideal candidate will have a strong background in financial services and excellent communication skills.About the Role:This is an exciting opportunity for a motivated individual to take on a challenging role as a Wealth Management Specialist. The successful...
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Strategic Financial Solutions Advisor
3 days ago
Paarl, Western Cape, South Africa Vine Recruitment Full timeVine Recruitment is seeking a highly skilled Financial Solutions Advisor to join our team. The ideal candidate will have a strong background in financial services and excellent analytical skills.About the Opportunity:This is an exciting opportunity for a motivated individual to take on a challenging role as a Strategic Financial Planning Manager. The...
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Wealth Management Specialist
3 days ago
Paarl, Western Cape, South Africa Vine Recruitment Full timeVine Recruitment is seeking a highly skilled Certified Financial Services Expert to join our team. The ideal candidate will have a strong background in financial services and excellent analytical skills.About the Opportunity:This is an exciting opportunity for a motivated individual to take on a challenging role as a Strategic Financial Solutions Advisor....
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Financial Services Representative
6 days ago
Paarl, Western Cape, South Africa CA Financial Appointments Full timeAbout the RoleThe ideal candidate will possess a strong passion for helping clients and a proven ability to build and maintain relationships. You will be working closely with clients and potential clients to understand their financial needs and provide tailored solutions.
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Financial Services Expert
3 days ago
Paarl, Western Cape, South Africa Communicate Recruitment Full timeWe are seeking an experienced Credit Manager to join our partner company's team. In this role, you will be responsible for managing credit relationships with clients, analyzing credit applications, and providing expert advice on credit management best practices.About the Position:This is an exciting opportunity to work with a leading South African company in...
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Payroll Expert
5 days ago
Paarl, Western Cape, South Africa Redember Full timeRed Ember Recruitment is seeking a highly skilled Payroll Expert to join their team in Paarl, South Africa.Job OverviewThis exciting opportunity involves ensuring the timely and accurate processing of monthly payrolls for multiple companies, adhering to statutory regulations. The successful candidate will oversee payroll functions across various entities,...
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Senior Financial Services Advisor
3 days ago
Paarl, Western Cape, South Africa Standard Bank Group Full timeAt Standard Bank Group, we're passionate about creating growth in Africa. We bring true, meaningful value to our clients and the communities we serve.About the RoleWe're looking for a Senior Financial Services Advisor to join our team. This is an exciting opportunity to deliver exceptional service and address any service gaps identified through client...
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Financial Advisor
3 days ago
Paarl, Western Cape, South Africa Vine Recruitment Full timeOur client in Paarl is looking for Financial Advisors.POSITION INFO:Minimum Requirements:MatricCertified (CFP) or equivalent full qualification (NQF 6 with 120 credits)Successfully completed the Class of business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representativeTwo-or-more years...
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Service Delivery Expert
7 days ago
Paarl, Western Cape, South Africa Cardoso Recruitment Full timeWe are looking for a Service Delivery Expert to join our team in Paarl. This individual will be responsible for delivering exceptional customer service to clients and working closely with the National Key Accounts Manager.The ideal candidate will have excellent communication skills, be able to work in a fast-paced environment, and possess strong...
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Paarl, Western Cape, South Africa Lotus HR and Recruitment Full timeOur client, a leading manufacturing company, is seeking a highly experienced Financial IT System Manager and Cyber Security Expert to join their expanding professional finance and IT team. The successful candidate will possess a degree in IT or Information Systems and 5+ years of experience as a Database Administrator / ERP Specialist, preferably in a...
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Financial Services Clerk
3 days ago
Paarl, Western Cape, South Africa Cardoso Recruitment Full timeCARDOSO RECRUITMENT IS SEEKING A PROFESSIONAL FINANCIAL SERVICES CLERK TO WORK CLOSELY WITH OUR TEAM OF ACCOUNTANTS. AS A FINANCIAL SERVICES CLERK, YOU WILL BE RESPONSIBLE FOR PERFORMING VARIOUS ADMINISTRATIVE TASKS AND PROVIDING FINANCIAL SUPPORT TO CLIENTS.About the Job :Provide exceptional customer service and respond to client inquiries.Maintain accurate...
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Customer Service Expert
4 days ago
Paarl, Western Cape, South Africa Persona Staff Full timeAbout Our Team:At Persona Staff, we value our employees' skills and experience. We are committed to providing a positive work environment that fosters growth and development.The Job:We are looking for a highly motivated sales associate to join our team. As a counter sales expert, you will be responsible for driving sales growth and delivering exceptional...
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Financial Operations Specialist
5 days ago
Paarl, Western Cape, South Africa Redember Full timeOur client based in Paarl, South Africa, is looking for a Financial Operations Specialist to manage their payroll function.Job RequirementsThe ideal candidate will have experience with payroll processing, proficiency in payroll software, and strong analytical skills. They will be responsible for administering and processing monthly payrolls, ensuring...
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Sales Professional
6 days ago
Paarl, Western Cape, South Africa CA Financial Appointments Full timeKey ResponsibilitiesYou will be responsible for:Developing and maintaining relationships with existing clientsIdentifying new business opportunities and proactively seeking new clientsProviding expert advice on Old Mutual products and servicesMeeting or exceeding sales targets
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Financial Services Professional
1 week ago
Paarl, Western Cape, South Africa Old Mutual Full timeJob Title: Financial Services ProfessionalThis role is responsible for delivering exceptional customer service and financial education to achieve sales targets through the marketing and selling of Old Mutual products.The incumbent is individually accountable for achieving results through their own efforts.Key ResponsibilitiesMeet monthly sales targets in...
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Vehicle Sales and Service Expert
6 days ago
Paarl, Western Cape, South Africa Sydsen Group (Pty) Ltd Full timeJob SummarySydsen Group (Pty) Ltd seeks a highly motivated Vehicle Sales and Service Expert to join their team in Paarl, Western Cape. As a core member of the sales team, you will be responsible for promoting and selling vehicles while providing top-notch customer service.Key Responsibilities:Engage with potential customers through various marketing channels...
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Financial Services Growth Manager
11 hours ago
Paarl, Western Cape, South Africa BioWealth: BioCertica Wealth Management Full timeKey Qualifications and SkillsTo succeed in this role, you will need to possess excellent communication, negotiation, and interpersonal skills, with the ability to influence and persuade at all levels.You will also need to have a minimum of 5 years' experience in sales and marketing, ideally in the financial services or insurance industry, and a proven track...
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Benefits Administration Expert
2 days ago
Paarl, Western Cape, South Africa The Recruitment Council Full timeJob Description:The Recruitment Council is seeking a seasoned Senior Employee Benefits Administrator to join our team. In this role, you will be responsible for leading the benefits administration team, providing expert advice on healthcare options, and driving business growth.Key Responsibilities:Lead the benefits administration team, providing guidance and...
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Financial Performance Manager
3 days ago
Paarl, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeRole OverviewThe successful Financial Performance Manager will drive business growth by optimizing costs and improving financial efficiency.Main ResponsibilitiesAnalyse and interpret financial data to identify areas for cost reduction.Develop and implement strategies to improve financial performance.Manage and maintain accurate financial records and...
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Financial Services Coordinator
3 days ago
Paarl, Western Cape, South Africa M3 Human Capital Management Full timeJob DescriptionThis role is responsible for providing crucial support to the Financial Director in various administrative and operational tasks. The position includes training and mentorship to handle client administration, financial oversight, farming operations, commercial property management, and compliance.Main Responsibilities:Personal Assistance:...