Financial Planner Specialist
4 days ago
The role of Senior Para-Planner at Engineering Jobs is to provide administrative, customer service, research, and operational support to Senior and Junior Planners. Key responsibilities include:
- Researching advice-related issues for client reports and records of advice.
- Uploading client financial information onto software systems and preparing scenarios for financial planners.
- Preparing analysis of client portfolios in accordance with practice procedures and policies.
- Drafting record of advice documents for financial planners.
- Assisting in managing the client review process and handling top-up and ad-hoc investments.
In addition, the successful candidate will be responsible for:
- Minute-taking and preparation of meeting packs.
- Risk management record keeping and compliance monitoring.
- Analysis of portfolios and operational reporting.
- Telephonic and email query resolution.
- Assistance with compliance officer visits and audits.
- General office management duties and administrative tasks.
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financial planner
2 weeks ago
Pretoria, Gauteng, South Africa HR Genie Full timeA Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...
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financial planner
5 days ago
Pretoria, Gauteng, South Africa HR Genie Full timeA Financial Planner position available for a leading company within the financial industry.Your: EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant experience;Proficient in Afrikaans,...
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financial planner
19 hours ago
Pretoria, Gauteng, South Africa HR Genie Full timeA Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.Your:EducationA financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning;CFP designation is essential.Experience RequiredMinimum of 3 years relevant...
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Senior Investment and Estate Planner
5 days ago
Pretoria, Gauteng, South Africa HR Genie Full timeJob DescriptionA challenging opportunity has arisen for a Senior Investment and Estate Planner to join our team at HR Genie.As a key member of our Financial Planning Department, you will play a vital role in providing expert advice on investment and estate planning solutions to our clients. Your goal will be to help them achieve their financial objectives...
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Financial Services Professional
2 days ago
Pretoria, Gauteng, South Africa Bellurbanpace Full timeJob DescriptionWe are seeking a highly skilled and experienced Personal Assistant to join our team at Bellurbanpace. The successful candidate will provide administrative support to our Financial Planners, ensuring seamless day-to-day operations.Key Responsibilities:Implement administrative processes and controls in the practice, including transactions,...
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Financial Analyst
4 days ago
Pretoria, Gauteng, South Africa Mh Solutions Full timeAbout the RoleAt Mh Solutions, we are seeking a highly skilled Financial Accountant to join our team. As a key member of our finance department, you will play a crucial role in ensuring the smooth operation of our financial processes.The ideal candidate will have excellent analytical and problem-solving skills, with the ability to work effectively in a...
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Administrative Coordinator
2 days ago
Pretoria, Gauteng, South Africa Bellurbanpace Full timeAbout the PositionWe are seeking a highly skilled and experienced Personal Assistant to join our team at Bellurbanpace.Your Key Responsibilities:Provide administrative support to Financial Planners, ensuring seamless day-to-day operations.Implement administrative processes and controls in the practice.Liaise between Financial Planners and Service Providers...
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Corporate Financial Solutions Specialist
1 week ago
Pretoria, Gauteng, South Africa Bayport Financial Services Full timeWe'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...
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Financial Planning Specialist
2 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...
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Professional Investment Solutions Specialist
4 days ago
Pretoria, Gauteng, South Africa Hilgard Financial Services Full timeHilgard 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,...
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Claims Specialist
5 days ago
Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full timeBetterSure Financial Consultants is seeking a highly skilled Claims Specialist to join our team. As a key member of our short-term insurance claims processing team, you will be responsible for managing and resolving non-motor claims efficiently and effectively.Key Responsibilities:End-to-end claims processing, including registration, assessment, validation,...
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Strategic Product Planner
3 days ago
Pretoria, Gauteng, South Africa Barron Trading Full timeJob SummaryWe are seeking a skilled Product Planner to join our team at Barron Trading. The successful candidate will be responsible for driving product line growth through strategic planning and execution.The ideal candidate will have a strong background in finance, economics, or supply chain management, with experience in forecasting, budgeting, and...
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Financial Market Specialist
2 weeks ago
Pretoria, Gauteng, South Africa Kamo Placements Full timeJOB DESCRIPTION Conduct foreign exchange trading operations, which include execution of FX transactions (spot, forwards and FX swaps). Quoting exchange rates for the Banks clients. Managing the working capital of the Bank, which involves investing FX funds in international money markets (cash management). Provides oversight and supervise the transactions of...
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Financial Markets Specialist
3 weeks ago
Pretoria, Gauteng, South Africa South African Reserve Bank Full timeJob title : (876) Financial Markets Specialist - FMDJob Location : Gauteng, PretoriaDeadline : March 26, 2025Quick Recommended LinksJobs by Location Job by industries Detailed description The successful candidate will be responsible for the following key performance areas:Prepare design proposals on monetary policy tools and frameworks, and...
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Chief Financial Strategy Specialist
1 week ago
Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full timeCompany 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.
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Financial Recovery Specialist
4 days ago
Pretoria, Gauteng, South Africa Affinity International Full timeJob OverviewAt Affinity International, we are seeking a skilled Financial Recovery Specialist to join our team. As a Debt Review Specialist, your primary responsibility will be to assist individuals who are facing financial difficulties by assessing their financial situations and facilitating the debt review process.Key Responsibilities:Client Assessment:...
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Non-Motor Claims Specialist
1 week ago
Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full timeBetterSure Financial Consultants is seeking a highly motivated Non-Motor Claims Specialist to join our team. In this role, you will be responsible for managing non-motor short-term insurance claims efficiently and accurately.Key Responsibilities:Claim HandlingManage claims from start to finish, ensuring timely resolution and high-quality customer...
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Financial Services Specialist
4 days ago
Pretoria, Gauteng, South Africa Absa Group Full timeAbout UsAbsa Group is a leading African banking group with a rich history spanning over 100 years. We offer a unique opportunity to be part of a dynamic and growing organisation that is committed to empowering Africa's future.Job DescriptionThe Financial Services Specialist will be responsible for providing expert advice and guidance to Small Business...
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Financial Planner Manager
1 day ago
Pretoria, Gauteng, South Africa Rock Creek Health Full timeRock Creek Health seeks an experienced Planning Manager to join its team. The ideal candidate will have a strong background in financial planning and analysis.The Planning Manager will be responsible for:Overseeing the entire planning cycle, from budgeting to forecasting.Developing and maintaining complex financial models.Working closely with business...
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Transport Planning Specialist
4 days ago
Pretoria, Gauteng, South Africa Mh Solutions Full timeJob OverviewMh Solutions is a leading provider of logistics and supply chain solutions. We are currently seeking a talented Financial Accountant to join our team.The successful candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills. You will be responsible for supporting the transport planning...