Strategic Financial Planner

We are seeking a results-driven Strategic Financial Planner to join our team at Atriplea. As a key player in our financial planning department, you will be responsible for developing and implementing comprehensive financial plans, ensuring alignment with business objectives and strategic initiatives.Main Responsibilities:Financial Planning and Analysis :...

As a senior financial manager at Strategic Personnel, you will lead the team in achieving financial excellence through effective management of financial operations.Key Responsibilities:Team Leadership:Supervise and direct the work performed by two accountants, promoting a culture of teamwork and collaboration.Maintain open communication channels with the...

Job Title : Financial Planner / Estate PlannerLocation : JohannesburgJob Summary : A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans,...

A Financial Planner position is available for a leading company within the financial industry.Your Education:Experience Required: Minimum of 3 years relevant experience; Proficient in Afrikaans, both written and verbal communication.Knowledge:Proficient on Microsoft Windows (advanced level in Excel); Building financial models in Excel; Estate Planning tax...

About Us: Liberty Group South Africa is a leading insurance company dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and integrity, we provide personalized financial solutions tailored to our clients' needs.We are seeking dynamic and experienced Financial Planners with 2-5 years of industry experience to...

As a Strategic Account Manager at Strategic Personnel, you will drive business development and sales growth across the top banks.Your responsibilities will include:Building long-term trusting relationships with leading clients.Understanding client strategic business positioning and roadmaps to proactively meet their requirements.Identifying client needs and...

We are looking for a driven and ambitious individual to become a trained Financial Planner at Liberty. With over six decades of experience, we have helped countless individuals achieve their financial goals.This role offers an excellent uncapped earning opportunity and great leadership and mentorship. As a Financial Planner, you will be responsible for...

This role at Liberty offers an exciting opportunity for a driven individual to become a skilled Financial Planner.As a Financial Planner, you will work closely with clients to understand their financial needs and goals, providing expert advice on insurance coverage, investment planning, and cash management. Your uncapped earning potential and the chance to...

Company OverviewWe are a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients.Job DescriptionThis is a full-time remote role for a Financial Adviser / Insurance Broker / Salesperson who will be responsible for earning between 30k to k per month.The ideal candidate will have a strong...

Unlock Your Potential: Become a Financial Planner with Hereford (Liberty / Standard Bank Group)Do you have a business mindset and a drive for success? Ready to turn your passion for entrepreneurship into a fulfilling career in finance?As a Financial Planner, you will have the opportunity to shape your future and the future of your clients.Minimum...

Reference : NFC-Sel-1We are seeking a seasoned financial professional to spearhead the company's financial planning, analysis, and reporting activities.Key Responsibilities:Develop and implement financial plans to drive business growth and successSpearhead financial planning, analysis, and reporting activitiesLiaise with auditors to ensure compliance with...

Job Title: Estate Planner / Financial PlannerLocation: JohannesburgJob Summary: A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans, and...

As a senior financial manager at Strategic Personnel, you will be responsible for leading the team in managing the day-to-day financial operations.Key Responsibilities:Leadership:Supervise and direct the work performed by two accountants, ensuring they meet deadlines and deliver high-quality results.Maintain open communication channels with the team,...

Strategic Personnel seeks an accomplished CA(SA) as a senior financial manager to oversee the day-to-day financial operations within the group.About the JobResponsibilities:Monitor and manage the financial operations, including investment accounting, banking, invoicing, and general ledger maintenance.Supervise and direct the work performed by accountants,...

About This RoleWe're searching for a skilled Category Planner to join our team at DotActiv. As a Category Planner, you'll be responsible for creating strategic assortment plans, planning and building data-driven shelf plans, conducting floor and space plan analytical reviews, developing optimised cluster plans per product category, analysing the cluster plan...

Job ClassificationRequisition - 136632 - Melissa CloeteCluster - Nedbank Wealth - Nedbank Wealth Management SA Division - Nedbank Financial Planning: Digital Advisory ServicesLocation - JohannesburgClosing Date - 9 December 2024Job Family - Sales and ServicesCareer Stream - Sales Leadership PipelineManage Self: TechnicalFAIS Affected - YesJob PurposeTo...

Moladira Skills seeks a skilled Executive Financial Planner to join its team. The ideal candidate will have extensive expertise in conducting financial needs analysis and providing financial advice to customers. Key responsibilities include developing a personal network within the sales territory, representing the organization at industry events, and...

Company Overview">We are FNB, a leading bank that serves retail and commercial customers, offering a range of innovative solutions to help customers navigate challenges and opportunities of everyday life.">We value diversity and inclusion, and strive to create a work environment that promotes equality and fairness.">Our team is committed to delivering...

Insurance and Wealth Creation Professionals t/a IWCPReference: DBN-JC-1Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage.With a basic salary offering and lucrative commission structure, this is an exciting opportunity for successDuties & ResponsibilitiesAs an independent...

What You Can Expect From This JobAs a Category Planner at DotActiv, you'll be working closely with retail customers to deliver strategic insights and optimise their in-store experiences. Key responsibilities include:Creating strategic assortment plans to drive sales and profitPlanning and building data-driven shelf plans to enhance customer...