Results-Driven Financial Planning Specialist

4 days ago


Cape Town, Western Cape, South Africa Old Mutual South Africa Full time

Key Responsibilities

  • Identify and understand the financial needs of customers
  • Provide sound financial advice and recommendations
  • Develop and implement tailored financial plans and solutions
  • BUILD STRONG RELATIONSHIPS WITH CUSTOMERS AND STAKEHOLDERS
  • Continuously improve knowledge and skills to stay up-to-date with industry trends and developments

Requirements

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability

Benefits

As a Financial Advisor with Old Mutual South Africa, you will have access to a range of benefits, including opportunities for career growth and development, a competitive salary, and a comprehensive rewards package.



  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Role OverviewWe are seeking a dynamic and results-driven individual to join our team as a Financial Planning Specialist. In this role, you will be responsible for championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable financial plans...


  • Cape Town, Western Cape, South Africa Hedz Recruitment Specialists Full time

    Are you a driven sales professional looking for a new challenge? Do you have a passion for technology and automation?As a Results-Driven Sales Representative at Hedz Recruitment Specialists, you will play a key role in identifying and engaging new clients, presenting and selling solutions across Office Automation, ICT, Solar, Telecommunications, IT, and...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    About YouWe are looking for a talented finance professional who is passionate about optimizing financial operations. If you have a strong background in manufacturing finance, excellent leadership skills, and a proven track record of driving efficiency in financial operations, we want to hear from you.Your Key ResponsibilitiesLead financial administration and...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Role OverviewThis position is all about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit-for-purpose financial plans and solutions.Main Responsibilities:Taking ActionMaintaining Balance with StakeholdersDeveloping Strong Professional...


  • Cape Town, Western Cape, South Africa iOCO Full time

    We are seeking a Results-Driven Sales Executive to join our team as Regional Sales Manager. This role is ideal for someone with a strong track record of success in sales management and a passion for driving revenue growth and penetrating new markets.In this position, you will be responsible for cultivating strong relationships with key clients, identifying...


  • Cape Town, Western Cape, South Africa CDI HR Consulting Full time

    CDI HR Consulting is seeking a talented and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for building long-term relationships with customers, identifying new business opportunities, and promoting our products to drive sales growth. You will need to possess excellent communication and interpersonal...


  • Cape Town, Western Cape, South Africa EQ-FIN Full time

    About EQ-FINAt EQ-FIN, we are on an ongoing entrepreneurial quest to drive excellence and secure wealth by connecting people with life solutions for financial freedom. Our goal is to support your future dreams, aspirations, and career plans, celebrating with you when you achieve them.Our Value PropositionAccess to skilled administration staff in our Biz...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    About the RoleThis position is ideal for a career-driven professional looking to make a meaningful impact in the lives of others. As a Financial Advisor, you will be responsible for building relationships with clients, understanding their financial goals, and providing tailored advice to help them achieve success.You will have the opportunity to work with a...


  • Cape Town, Western Cape, South Africa The Super Staffers Full time

    As a Results-Driven Sales Executive at The Super Staffers, you will be responsible for driving sales growth, maintaining relationships with existing clients, and meeting sales targets. This is an excellent opportunity for a motivated individual who is not just an order taker but a proactive salesperson eager to contribute to the company's growth.Key...


  • Cape Town, Western Cape, South Africa Ogilvy Social Full time

    We are looking for an experienced Financial Planner to join our team at Ogilvy Social. As a Financial Planner, you will be responsible for creating and implementing customized financial plans for clients, identifying new business opportunities, and building strong relationships with existing clients.About the RoleThe successful candidate will have a strong...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Job DescriptionWe are seeking a highly motivated Financial Specialist to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.Key ResponsibilitiesProvide personalized financial...


  • Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job Description:We are seeking a highly skilled Financial Planning Specialist to join our team at Network Recruitment. This is an exciting opportunity for a detail-oriented and commercially-minded professional to play a key role in financial planning, performance analysis, and cost management.Responsibilities:Prepare budgets, forecasts, and financial models...


  • Cape Town, Western Cape, South Africa Liberty Group South Africa Full time

    At Liberty Group South Africa, we are seeking a highly skilled Financial Planning Specialist to join our team. This role is ideal for individuals who are passionate about helping clients achieve their long-term financial goals.About the RoleThe successful candidate will be responsible for delivering personalized insurance and investment solutions to clients....


  • Cape Town, Western Cape, South Africa Icon Oncology Full time

    Job DescriptionIcon Oncology is seeking an experienced Financial Planning & Analysis (FP&A) Specialist to join our finance team. The successful candidate will be responsible for overseeing financial consolidation, management accounts, and financial reporting while ensuring compliance with IFRS standards.Key ResponsibilitiesOversee and manage the...


  • Cape Town, Western Cape, South Africa Platinum Talent ZA Full time

    About the RoleWe are seeking a Financial Planning Specialist to join our team at Platinum Talent ZA. As a Long Term Financial Advisor, you will be responsible for delivering comprehensive long-term financial advice to clients, meeting regulatory standards.The ideal candidate will have a strong understanding of the financial services sector and be able to...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    We are looking for a highly skilled Senior Financial Accountant to join our client's finance team on a short-term contract basis. In this role, you will oversee the accounting, reporting, and internal control functions of the finance department.This position requires the ability to ensure statutory compliance and manage the accounting, reporting, and control...


  • Cape Town, Western Cape, South Africa Staff Unlimited Full time

    Responsibilities and SkillsThis Business Development Specialist role requires a strong ability to communicate complex ideas and negotiate agreements. The ideal candidate will have experience in sales or business development and be proficient in MS Office.Responsibilities:Perform product demonstrations to showcase the value proposition.Manage customer...


  • Cape Town, Western Cape, South Africa Simply Full time

    Disrupting the Insurance IndustrySimply is revolutionizing the life insurance sector by offering flexible and accessible solutions for individuals and families. Their focus on streamlined online processes and partnerships with banks and insurers sets them apart from traditional insurance companies.About the RoleThis is a key position within Simply, requiring...

  • Investment Advisor

    6 days ago


    Cape Town, Western Cape, South Africa Headhunters Full time

    Job SummaryWe are seeking a highly motivated Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for evaluating clients' financial situations, developing tailored financial plans, and guiding clients towards achieving their financial goals.Key Responsibilities:Evaluate clients' financial situations and...

  • Financial Planning

    3 weeks ago


    Cape Town, Western Cape, South Africa Icon Oncology Full time

    Icon Oncology is seeking an experienced Financial Planning & Analysis (FP&A) Specialist to join our finance team. The successful candidate will be responsible for overseeing financial consolidation, management accounts, and financial reporting while ensuring compliance with IFRS standards. This role requires strong analytical skills, financial modelling...