Financial Planning Specialist

Job DescriptionFirstrand is seeking a Financial Planning Specialist to join our team. The successful candidate will have a strong background in financial planning and control, with experience in import and distribution.Key ResponsibilitiesDevelop and maintain effective relationships with stakeholders, including sales staff, group finance, and executive...

Key ResponsibilitiesClient ConsultationsConduct thorough client assessments to identify their financial goals and objectivesDevelop personalized financial plans to meet clients' needsFinancial Planning and AdviceProvide comprehensive financial planning and investment advice to clientsMaintain accurate records of client interactions and plan progress

Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...

We are seeking a highly skilled Financial Advisor to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We...

Job Description">We are seeking a highly skilled Budgeting and Financial Planning Specialist to join our team at DAV Professional Placement Group. As a key member of our finance department, you will be responsible for developing and implementing financial plans, conducting financial analysis, and managing financial models.">Main...

Company OverviewSanlam is a leading financial services provider in South Africa, committed to building strong relationships with our employees and clients. We pride ourselves in helping our advisors realise their worth and achieve great things.Job DescriptionThe purpose of this role is to provide new and existing clients with professional and relevant...

About UsInnovative Financial Advisor Services is a forward-thinking insurance advisory that offers innovative solutions to meet clients' unique financial needs. Our team of experts provides comprehensive financial planning, investment advice, and retirement planning services to help clients achieve their long-term financial goals.Why Join Us?Opportunity to...

Hilgard 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,...

Job OpportunitySpecialist Confectionery is seeking a Team Lead Confectionery Specialist to lead our sales team. As a key member of our team, you will be responsible for driving sales growth, improving customer satisfaction, and ensuring operational efficiency.Key Responsibilities:Develop and implement strategic plans to increase sales and improve customer...

Company 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.

We'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...

Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning and managing leads, interacting with potential...

Specialist Confectionery is seeking a highly skilled retail operations specialist to oversee daily operations and deliver exceptional customer service in the Pretoria region.Main Responsibilities:Strategic Retail Planning: Develop and implement effective sales growth strategies to enhance customer satisfaction and drive business results.Talent Empowerment...

About the RoleSanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.We're seeking an experienced Financial Planning Consultant to join our team....

As a Planned Maintenance Specialist, you will play a vital role in developing and implementing a comprehensive maintenance strategy. This will focus on improving plant and machinery performance, reducing downtime, and increasing overall efficiency.Main ResponsibilitiesDevelop and implement a high-quality maintenance plan that aligns with our internal...

Catch Recruit is an employer of choice in the financial sector, offering exciting opportunities for professionals to grow and develop their careers. If you are looking for a challenging and rewarding role, we invite you to explore our current vacancies.About the Position:Responsibilities:Develop and execute strategic objectives as articulated by the Chief...

Job Title: Operations Excellence SpecialistDescription:Achieving operational excellence is essential for the Confectionery Business Development Specialist role. This involves driving sales growth, leading operational improvement initiatives, and building high-performing teams.Responsibilities:Strategic Retail Planning: Drive sales growth through effective...

As a key member of the Rock Creek Health team, the Planning Manager plays a crucial role in overseeing the financial planning and analysis processes. This individual is responsible for providing financial guidance while operating within the business code of conduct, policies, and all applicable laws and regulations.Key Responsibilities:Manage all aspects of...

About 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...