Financial Planning Specialist

The role of a Financial Advisor at Old Mutual involves providing personalized financial solutions to help clients achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial plans tailored to individual client needsCollaborate with investment professionals to build strong relationships with clients and enhance...

Company OverviewWe are a leading wealth management company, Lonfin Wealth, an accredited Sanlam Franchise. We specialize in providing expert financial advice to individuals and families.Job DescriptionAs a Financial Adviser at Lonfin Wealth, you will be responsible for providing personalized financial planning services to our clients. This includes analyzing...

Our TeamAt Old Mutual, we're passionate about empowering individuals and businesses to achieve financial freedom. Our team is dedicated to providing innovative solutions and exceptional customer service.Job DescriptionThis role requires a highly skilled and motivated individual to champion our customers' financial needs. As a Financial Advisor, you'll...

Job SummaryWe are seeking an experienced Financial Management Specialist to join our team at Isilumko Staffing. The successful candidate will be responsible for managing the financial operations of our clients, ensuring compliance with IFRS and other regulatory requirements.

Our client has an opportunity available for a Secretary to the Treasury, Financial Planning and Financial Management based in Pietermaritzburg.Requirements :Matric certificate with a diploma in Office Management or a NQF level 6 Secretarial Diploma.2+ years secretarial or administration experience.Computer experience in word processing, spreadsheets and...

About UsOld Mutual is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we're looking for self-motivated individuals to join our team.Our RoleWe're seeking dynamic professionals who have a passionate entrepreneurial spirit to champion our valued customers' financial needs. This role involves...

At Old Mutual Group, we believe in the African opportunity and our diverse talent reflects this.The role at a glance is 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.We are looking for...

About Old MutualWe're a leading insurance company that values innovation, teamwork, and customer satisfaction. Our mission is to empower individuals and businesses to achieve financial freedom.Job SummaryThis role requires a highly motivated and skilled individual to champion our customers' financial needs. As a Financial Advisor, you'll identify clients'...

**About PPS External Distribution**We are a leading provider of financial services, committed to building strong relationships with our intermediaries. Our goal is to create a collaborative environment where professionals can thrive and achieve their full potential.About the RoleWe are seeking a highly motivated and results-driven individual to join our team...

PMB based. This role would entail providing support to the Wealth Advisor who specialises in the private client market. Previous industry experience is essential - specifically experience dealing with investment houses / platforms.Duties would include:Provide administrative services to the Unit in support of new business, client servicing, portfolio requests...

The ideal candidate will deliver personalized Financial solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

Company OverviewWe are Lonfin Wealth, an accredited Sanlam Franchise dedicated to providing exceptional wealth management services. Our team is passionate about helping individuals achieve their financial goals.

Old Mutual Group Job OpportunityWe are a leading insurance company seeking a talented individual to join our team as an Aspiring Financial Advisor.The successful candidate will be responsible for championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound advice, and recommending suitable plans and...

JOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success. The Financial Adviser in training will learn to build their practice...

Isilumko Staffing (Jhb) seeks a Financial Strategist to drive business growth through financial strategy, planning, and risk management.About the RoleThe successful candidate will play a pivotal role in shaping the business direction by providing financial insights to guide company strategy.Key ResponsibilitiesStrategic Financial Leadership: Participate in...

We are seeking an experienced Finance Specialist to join our team. As a Finance Specialist, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key ResponsibilitiesFinancial Analysis: Analyze financial data, identify trends, and provide insights to inform business decisions.Client...

Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.Aspires to be a Financial AdvisorWe are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.The role at a glance is about championing...

About Isilumko Staffing (JHB)Isilumko Staffing (JHB) is a renowned recruitment agency dedicated to connecting top talent with exceptional job opportunities. As a Finance Manager, you will play a pivotal role in shaping the business direction through financial strategy, planning, and risk management.Key Responsibilities:Strategic Financial Leadership:...

Job OverviewThis role entails overseeing the accounting functions of Ananzi. The successful candidate will be responsible for analyzing and providing strategic insights, risk management, and financial efficiency to drive business growth.Duties and ResponsibilitiesLead financial accounting and management accounting initiativesOversight of the financial...

RequirementsTo be successful as a Business Financial Director, you will need to have a strong background in financial management, with experience in a similar role. You will be responsible for leading the finance function and providing strategic guidance to the business.Develop and implement financial strategies and plansLead the finance team and provide...