Financial Planning Specialist

Championing Customer SuccessAt Old Mutual South Africa, we are passionate about championing customer success. As a Financial Advisor, you will play a key role in helping our valued customers achieve their lifetime goals.How We Can HelpProviding sound financial adviceRecommending and implementing financial plans and solutionsHelping you identify and meet your...

**Job Description: Financial Support Specialist**About Profinsa (Pty) LtdA reputable accounting practice in Bloemfontein requires a skilled Financial Support Specialist to provide expert assistance in financial management.Key Responsibilities:Record, post, and process financial transactions on a daily basis.Ensure accurate reconciliations of bank accounts...

Sanlam Limited is one of the top financial services providers in South Africa, and we are committed to building a diverse and inclusive workforce.We are seeking a highly motivated and experienced financial professional to join our team as a Financial Services Specialist. As a key member of our team, you will play a critical role in delivering exceptional...

Job title : Senior Fiduciary Specialist-2Job Location : Free State, BloemfonteinDeadline : April 05, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryProvide specialist advice and support in the development of tactical strategy and plans. AND/OR provide specialist advise and support in terms of practice formulation and associated...

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...

Company OverviewAs a leading provider of financial services in South Africa, Sanlam Developing Markets aims to meet the unique needs of its clients through a range of simple and affordable solutions.Job SummaryThe Plant Supervisor role involves providing expert financial advice and guidance to new and existing clients, ensuring they receive tailored...

Unlock Your Potential\As a Strategic Portfolio Manager at Absa Group, you will have the opportunity to grow your skills and knowledge in a dynamic and supportive environment. Our team is passionate about empowering our employees to reach their full potential and achieve their career goals.\\About the Role\This is an exciting opportunity to join our team and...

Business OverviewOld Mutual South Africa is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we are committed to providing exceptional financial services to our valued customers.We are seeking self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join our team.The...

Absa Group Limited is seeking an experienced Wealth Planning Expert to join our team. As a key contributor to our organization, you will be responsible for providing comprehensive wealth planning solutions to our clients.Your key responsibilities will include:Advising and creating Trusts either Living or Inter Vivos depending on the needs of the...

Sanlam Limited is a leading provider of investment planning services, and we are seeking a highly motivated and experienced Investment Planning Expert to join our team.As a key member of our team, you will play a critical role in delivering exceptional investment planning services and building strong relationships with our clients.Job DescriptionThe...

Company OverviewOld Mutual South Africa is a leading insurance company that believes in the African opportunity and values diversity. We are committed to championing our valued customers to achieve their lifetime goals. Job DescriptionWe are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join our team as a...

Job title : Specialist: Legal & Advisory Trust (FAIS) (Bloemfontein)Job Location : Free State, BloemfonteinDeadline : March 19, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo provide defined fiduciary end-to-end advisory services on all aspects of estate planning, wealth management, formation and  administration  of domestic...

Direct message the job poster from Old Mutual South AfricaBusiness Manager I Development Coach I Established Financial Advisor I Stakeholder & Relationships Manager I Talent & Sales CoachCompany DescriptionOld Mutual Limited is a premium pan-African financial services group with a presence in 14 countries across Africa and Asia. With a history of over 170...

We are seeking an experienced Sales Executive to join our team at The Helping Hand Financial Wellness. As a key member of our sales team, you will be responsible for identifying and acquiring new clients, managing existing relationships, and driving sales growth through effective communication and relationship-building.**Job Overview:**Full-time role based...

Job title : Cash Specialist (Bloemfontein)Job Location : Free State, BloemfonteinDeadline : March 19, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryJoin Absa as a Cash Specialist in a role where you will take full responsibility of selling physical cash solutions offering to potential customers and drive acquisition of new to...

Company DescriptionOld Mutual Limited is a leading pan-African financial services group with a presence in 14 countries across Africa and Asia. With over 170 years of experience, we help our customers achieve their financial goals by investing in ways that create positive futures for them, their families, and their communities. We are committed to shaping a...

The role allows for flexibility with some remote work, making it an ideal opportunity for individuals who value work-life balance.About the Job RequirementsThis is an entry-level position that requires a Financial Planning and Retirement Planning specialist to join Old Mutual South Africa. The role involves providing financial advisory services, financial...

Job DescriptionAs a Plant Supervisor at Sanlam Developing Markets, you will play a crucial role in delivering exceptional customer service and helping clients achieve their financial goals.Your key responsibilities will include:Client Communication and SupportRespond promptly to client inquiries and concerns, providing clear and concise information and...

Training & Development SpecialistAgritalent is seeking a highly skilled Training & Development Specialist to support organisational effectiveness by coordinating, developing, and implementing training and development programmes in line with the identified needs of the Group.Key Responsibilities:Plan, organise, and manage all training for the Group, including...

We require a skilled Corporate Governance Specialist to support our clients in their corporate governance needs.The successful candidate will have experience in property management and/or accounts management, with a strong understanding of UK property law.Responsibilities include:Providing clients with clear and professional guidance throughout Freehold...