Professional Financial Planner
2 months ago
Job Purpose:
The primary objective of this role is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing comprehensive financial solutions in line with the client's needs.
Scope of the Job:
This is a commission-based role that involves holistic financial planning, advice, and sales in risk insurance (ideally 70% focus), savings, and investments as well as wills, tax, and estate planning. The ideal candidate is an experienced and target-driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market. It is a role of own lead generation. We have a competitive risk commission structure with a range of 55% to 110% commission split.
Key Responsibilities:
• Sourcing and retaining a client base for eligible professionals
• Implementing comprehensive financial solutions in line with client needs
• Providing expert financial planning, advice, and sales in risk insurance, savings, and investments
• Offering wills, tax, and estate planning services
Requirements:
• 4-year or higher qualifications in a relevant field
• Experience in servicing the degreed professional market
• Target-driven and commission-based sales experience
-
Financial Services Professional
2 weeks ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timeKey Responsibilities:The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.This role involves providing professional financial services, including risk insurance, savings, and investments, as well as...
-
Financial Services Professional
2 months ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timePurpose of the Role:As a key member of our team at PPS Recruitment, you will be responsible for delivering exceptional financial services to our clients and members. The successful candidate will be tasked with sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions that meet their...
-
Financial Services Professional
2 months ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timeRole Overview:We are seeking a skilled and experienced Financial Services Professional to join our team at PPS Recruitment. As a key member of our team, you will be responsible for providing professional financial services to our clients and members.Key Responsibilities:Sourcing, retaining, and growing a membership and client base for eligible...
-
Financial Services Professional
2 months ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timeJob Purpose:The primary objective of this role is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing comprehensive financial solutions in line with the client's needs.Scope of the Job:This is a...
-
Senior Financial Services Professional
3 days ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timePurpose of the Job:The key purpose of this role is to provide professional financial services to clients or members. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing financial solutions in line with the client's needs.Scope of the Job:This is a...
-
Financial Services Professional
2 months ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timeJob Purpose:The primary objective of this role is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing comprehensive financial solutions in line with the client's needs.Scope of the Job:This is a...
-
Financial Services Specialist
1 month ago
Stellenbosch, Western Cape, South Africa PPS Recruitment Full timePurpose of the RoleThe primary objective of this position is to provide expert financial services to clients or members. The successful candidate will be responsible for identifying, retaining, and growing a client base for eligible professionals by implementing PPS financial solutions tailored to their needs.Scope of the JobThis is a commission-based role...
-
Senior Financial Professional
3 days ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeAccounting and Finance ExpertSagen Advisory is searching for an experienced accounting professional to join their team at their offices. The ideal candidate will have a minimum of 3 years accounting and finance experience, and completion of SAIPA, SAICA or CIMA articles is required, with additional experience a bonus.This is an excellent opportunity for...
-
Senior Financial Professional
3 days ago
Stellenbosch, Western Cape, South Africa Zeminwe Recruitment Full timeAt Zeminwe Recruitment, we are seeking a highly skilled Senior Financial Professional to lead our client’s finance department in Stellenbosch. This dynamic company requires a seasoned expert to manage financial operations and drive growth in the agriculture export industry.Key ResponsibilitiesFinancial Department Management: Oversee the finance team,...
-
Senior Financial Professional
1 month ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full time{"title": "Senior Accountant", "description": "Job SummarySagen Advisory is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing financial expertise and guidance to our clients.Key ResponsibilitiesPrepare and review financial statements and reports.Manage and maintain financial records and...
-
Senior Financial Professional
2 months ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeJob Opportunity at Sagen AdvisoryWe are seeking an experienced accounting professional to join our team at Sagen Advisory in Stellenbosch. This is an exciting role that involves financial management and accounting functions for high net-worth individuals and their businesses.The ideal candidate will have a minimum of 3 years' experience in accounting and...
-
Senior Financial Professional
3 days ago
Stellenbosch, Western Cape, South Africa Gap Consulting Full timeJob RequirementsWe are seeking a highly skilled Senior Financial Professional to join our team at Gap Consulting.The ideal candidate will have a minimum of 3 years of experience as an Accountant in the FMCG | Logistics industry.Key responsibilities include:Preparing financial statements and reportsDeveloping and implementing financial strategiesProviding...
-
Financial Professionals
1 day ago
Stellenbosch, Western Cape, South Africa Helderberg Personnel cc Full timeKey ResponsibilitiesAs a Financial Graduate, you will be responsible for:Managing financial dataAnalysing financial performanceProviding financial insightsDeveloping financial modelsImplementing financial strategiesRequirementsTo be successful in this role, you will need:A Bachelors degree in Finance, Accounting, Economics, or a related fieldStrong...
-
Senior Financial Professional
3 days ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeWe are seeking a skilled Senior Financial Professional to join our team at Sagen Advisory. This role will provide support to the Divisional Accountant and Senior Financial Manager, ensuring the completeness, accuracy, and timely submission of financial information.The ideal candidate will have at least 2 years of solid accounting experience, with a degree,...
-
Senior Financial Professional
2 months ago
Stellenbosch, Western Cape, South Africa Sagen Advisory Full time{"title": "Accounting and Finance Expert", "content": "Accounting and Finance ExpertSagen Advisory is seeking an experienced and adept finance professional to join their team in Stellenbosch. The ideal candidate will have a minimum of 3 years accounting and finance experience, and completion of SAIPA, SAICA or CIMA articles is required, with additional...
-
Financial Professional
2 months ago
Stellenbosch, Western Cape, South Africa The Talent Room Full timeAccountant Opportunity in StellenboschThe Talent Room is seeking a skilled Accountant to contribute to the financial success of our client in Stellenbosch.Key ResponsibilitiesPrepare for month-end reporting and journal entries.Review and balance daily cash book transactions.Prepare monthly cash book reconciliations and review company credit card...
-
Financial Professional
2 months ago
Stellenbosch, Western Cape, South Africa The Talent Room Full timeAccountant Opportunity in StellenboschThe Talent Room is seeking a skilled Accountant to contribute to the financial success of our client in Stellenbosch.Key ResponsibilitiesPrepare for month-end reporting and journal entries.Review and balance daily cash book transactions.Prepare monthly cash book reconciliations and review company credit card...
-
Stellenbosch, Western Cape, South Africa Sagen Advisory Full timeAccountant Job DescriptionA well-established assurance and consultancy firm is seeking an experienced accounting professional to join their team in Stellenbosch.The ideal candidate will have a minimum of 3 years of accounting and finance experience, with completion of SAIPA, SAICA or CIMA articles being a significant advantage. The role involves capturing...
-
Group Accounting Professional
3 days ago
Stellenbosch, Western Cape, South Africa Exceed Human Resource Consultants Ltd Full timeJob Title: Group Accounting ProfessionalAt Exceed Human Resource Consultants Ltd, we are seeking a highly skilled Group Accounting Professional to join our team. The ideal candidate will have a strong background in accounting and finance, with experience in managing financial processes and providing strategic guidance to senior management.Key...
-
Tax Professional
2 months ago
Stellenbosch, Western Cape, South Africa Recruit King Full timeJob Summary:We are seeking a highly skilled Tax Senior to join our team at Recruit King. As a Tax Senior, you will be responsible for providing expert tax advice and services to our clients.Key Responsibilities:Review and prepare individual tax returns, provisional tax, and management accounts.Conduct detailed reviews of tax returns for individuals,...