Experienced Financial Planning Coordinator
1 month ago
We are looking for a dedicated and skilled Paraplanner to join our team at CA Financial Appointments. As a key member of our close-knit, high-performing team, you will play a vital role in supporting our Advisors in delivering exceptional client service.
The ideal candidate will possess relevant tertiary qualifications and have 3-5 years of experience within the financial services industry. A valid driver's license and own vehicle are also essential requirements.
The successful candidate will be responsible for managing a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning. This is a fantastic opportunity for someone looking to grow in a dynamic environment and make a significant impact on clients' financial well-being.
Key Responsibilities:- Develop precise financial and risk management documents, ensuring compliance and alignment with adviser strategies and client needs
- Prepare accurate statement of advice documents and review customer portfolio reports, considering market trends and changes in client circumstances
- Regularly assess and update customer risk coverage, advising on necessary actions based on risk needs and product updates
- Keep clients well-informed, handle inquiries, and solve client-related issues efficiently
- Manage client policy information, prepare new applications and quotations, and maintain client relationships via the CRM system
- Contribute to team objectives, report new business statistics, and manage the Adviser's diary for review appointments
Salary: $80,000 - $110,000 per annum (dependent on experience)
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Financial Planning Associate
3 hours ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking an experienced Paraplanner to provide essential administrative support to their advisors. In this role, you will be responsible for managing a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning.Key Responsibilities:Financial Planning Support:...
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Senior Financial Planning Assistant
3 days ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a dedicated and experienced Paraplanner to join their team. As a key member of the financial services industry, this role offers an exciting opportunity for growth and professional development.The successful candidate will have a minimum of 3-5 years of experience in a similar role, with a strong understanding of...
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Paraplanner - Financial Planning Support Specialist
2 months ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeFinancial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.Key Responsibilities:Develop and maintain accurate client records and portfolio documentsPrepare client...
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Financial Services Coordinator
3 days ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeJob DescriptionWe are looking for a skilled Paraplanner to join our dynamic team at CA Financial Appointments. In this role, you will provide essential administrative support to our Advisors, ensuring seamless delivery of high-quality financial services to our clients.Key responsibilities include:Managing client portfolios and preparing financial...
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Administrative Financial Services Coordinator
3 weeks ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeCompany Overview: Mirna Butler Recruitment is a well-established recruitment agency based in Bloemfontein, with a reputation for delivering top talent to our clients.Job Title: Administrative Financial Services CoordinatorEstimated Salary: R 9,000 per month, depending on experienceJob Description: We are currently recruiting for an experienced Administrative...
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Financial Consultant Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...
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Senior Financial Consultant
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionThis is a remote position as a Senior Financial Consultant with the Origin Financial Group.Company OverviewA leading Independent Financial Advisor (IFA) in the South African market, we offer customized solutions and advice tailored to each client's financial life cycle. With a strong presence and national footprint, we partner with industry...
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Financial Operations Coordinator
3 weeks ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeJob Title: Financial Operations CoordinatorWe are seeking a meticulous and organized Administrative Clerk to join our team in Bloemfontein.If you have a passion for detail-oriented work, excellent organizational skills, and a drive to make an impact in the financial sector, we would love to hear from you.Candidates who meet the below minimum requirements are...
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**Maintenance Planning Director**
2 months ago
Bloemfontein, Orange Free State, South Africa NDC Personnel & Contractors CC Full timeWe are seeking a skilled Maintenance Planning Manager to manage the maintenance planning function and ensure the smooth operation of maintenance tasks across departments. This role requires hands-on experience in maintaining plant registers, coordinating critical equipment maintenance, and overseeing engineering stores and procurement processes.The ideal...
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Litigation Support Coordinator
3 days ago
Bloemfontein, Orange Free State, South Africa Route Management (Pty) Ltd Full timeAbout Your Role">You will be working closely with our attorneys to provide high-quality administrative support, ensuring the smooth operation of our legal practice. Your responsibilities will include maintaining case files, preparing reports, and managing deadlines, all while maintaining a high level of professionalism and discretion.Key...
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Funeral Services Coordinator
2 weeks ago
Bloemfontein, Orange Free State, South Africa AVBOB South Africa Full timeJob Title : Funeral Services CoordinatorAbout the RoleWe are seeking a highly motivated and experienced Funeral Services Coordinator to join our team at AVBOB South Africa. In this role, you will be responsible for arranging funerals and cremations, obtaining legal documentation, maintaining records, providing counselling and support to bereaved families,...
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Senior Financial Services Provider
2 months ago
Bloemfontein, Orange Free State, South Africa Sanlam Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Sanlam Developing Markets. The successful candidate will be responsible for providing expert financial advice and planning services to our clients.Key ResponsibilitiesDeliver high-quality financial advice and planning services to clientsDevelop and implement comprehensive...
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Financial Reporting Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa National Museum Bloemfontein Full timeJob Title: Financial Reporting SpecialistWe are seeking a highly skilled and experienced Financial Reporting Specialist to join our team at the National Museum Bloemfontein.About the Role:The successful candidate will be responsible for preparing and maintaining non-financial performance information, coordinating reporting and audit of non-financial...
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Career Growth as a Financial Planning Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Sanlam Full timeCompany OverviewSanlam Developing Markets [SDM] is one of the top financial services providers in South Africa's entry-level and emerging middle market.
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Senior Project Site Coordinator
1 month ago
Bloemfontein, Orange Free State, South Africa Tower Group Full timeJob OverviewTower Group is seeking a highly skilled and experienced Senior Project Site Coordinator to join our team. In this role, you will be responsible for coordinating site engineering activities and leading project teams to ensure timely and efficient completion of customer projects.
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Professional Financial Planner
3 weeks ago
Bloemfontein, Orange Free State, South Africa Sanlam Group Full timeJob Opportunity: Professional Financial PlannerWe are seeking an experienced and skilled financial planner to join our team at Sanlam Group.About the Role:This is a challenging and rewarding opportunity for a dedicated professional who is passionate about helping clients achieve their financial goals. As a Financial Advisor, you will be responsible for...
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Short Term Insurance Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob OverviewWe are seeking a highly skilled Short Term Insurance Specialist to join our team at Origin Financial Group. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on their insurance needs.This is a remote position that requires frequent business travel. The ideal candidate will have excellent...
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Logistics Coordinator
3 weeks ago
Bloemfontein, Orange Free State, South Africa Road Accident Fund Full timeJob Title: Logistics CoordinatorWe are seeking a highly skilled and experienced Logistics Coordinator to join our team at Road Accident Fund in Bloemfontein. As a key member of our operations team, you will be responsible for ensuring the efficient delivery of packages and messages across various locations.About the RoleThis is an exciting opportunity for a...
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Infrastructure Site Coordinator
3 days ago
Bloemfontein, Orange Free State, South Africa Tower Group Full time**About the Role:**Tower Group is seeking an experienced Infrastructure Site Coordinator to join our team. The successful candidate will be responsible for coordinating and leading project teams, coaching engineers, and delivering projects on time and within budget.**Main Tasks:*** Perform site investigation on request* Specify Plant material* Produce plant...
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Warehouse Inventory Coordinator
1 month ago
Bloemfontein, Orange Free State, South Africa PepsiCo Full timeAbout PepsiCoPepsiCo is a leading global food and beverage company, with a diverse portfolio of brands that are enjoyed by billions of people around the world. Our mission is to be the Global Leader in Beverages and Convenient Foods by Winning with PepsiCo Positive.We are committed to creating more smiles with every sip and every bite. Our products are...