Senior Financial Consultant
2 days ago
As a Wealth Planning Specialist, you will play a key role in shaping the financial futures of our esteemed clients. We are seeking an experienced professional who can provide holistic financial advice, tailored to individual goals and risk tolerance.
Your responsibilities will include:
- Identifying new business opportunities within our existing client base.
- Developing and maintaining comprehensive financial plans, taking into account tax laws and regulatory requirements.
- Analyzing financial data to optimize investment portfolios.
- Building and maintaining strong relationships with clients through face-to-face meetings and exceptional communication.
To be successful in this role, you will require:
- A minimum of 3-5 years experience in sales or financial services.
- Valid driver's license and own vehicle.
- Clear criminal and credit check.
- NQF5, RE5, and Class of Business Long Term Insurance certifications (non-negotiable).
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Senior Financial Administrator
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Ignition CX Full timeAbout the Senior Finance RoleThis is an exciting opportunity to join Ignition CX as a senior finance professional, focusing on leading our financial operations.As a senior member of our team, you will be responsible for driving the preparation of financial statements, reviewing and analysing financial reports.Review, analyse, and interpret financial and...
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Professional Financial Consultant
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeWhat We DoMomentum is a leading financial services provider in South Africa, offering a range of products and services to individuals and businesses. Our goal is to help our clients achieve their financial goals through wealth creation, preservation, and protection.Job ResponsibilitiesIn this role, you will be responsible for developing and maintaining...
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Investment Consultant Expert
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeJob SummaryWe are seeking a skilled Investment Consultant to craft meaningful partnerships with independent financial advisors (IFAs) and drive business growth through client engagement, first-class service, and continuous improvement.
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Senior Financial Accountant
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Talksure Pty Ltd Full timeJob DescriptionTalksure Pty Ltd seeks a highly skilled Financial Accountant to join our team. As a key member of our finance department, you will be responsible for accurate financial reporting on a monthly and annual basis for group companies.This includes compiling financial statements, reconciliation of balance sheet accounts, preparation of tax and VAT...
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Telemarketing Representative
1 day ago
Umhlanga, KwaZulu-Natal, South Africa Providential Financial Services Full timeProvidential Financial Services is seeking a driven Telemarketing Representative to join our life insurance sales team. In this role, you will contact prospective clients to secure appointments and drive sales opportunities.Compensation: base salary + tiered commissionEmployment Type: Full-TimeStart Date: ImmediateRequirements:Clear communication skills and...
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Financial Operations Leader
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Ignition CX Full timeAbout the RoleThis is a dynamic opportunity to take on a key role within Ignition CX, focusing on the financial aspects of our business.As a senior member of our team, you will be responsible for overseeing and directing all accounting operations, ensuring accurate and timely financial reporting.Drive the preparation of annual financial forecasts.Support the...
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Business Growth Consultant
8 hours ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeAt Liberty Standard Bank Group 2, we are committed to providing our clients with exceptional service and support. As a Business Growth Consultant, you will play a vital role in helping us achieve this goal by:Main ObjectivesIdentifying new business opportunities and developing strategies to capitalize on them.Building and maintaining strong relationships...
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Financial Planner
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeAre you a talented and ambitious individual looking for a career that empowers you to make a significant impact while securing your financial future? Look no furtherJoin Our Team as a Financial AdviserWhat We Offer:Lucrative Earning PotentialA Trusted and Established CompanyComprehensive Training & SupportFlexible Work ScheduleUnlimited Growth...
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Financial Services Expert
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeAbout UsWe are Momentum, a financial services provider known for our entrepreneurial spirit and innovative culture. Our goal is to create and preserve wealth for our clients through insurance, income protection, and investments.Job DescriptionThis role involves crafting passionate relationships with IFAs, setting us apart through product, market, and sales...
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Financial Manager
3 weeks ago
Umhlanga, KwaZulu-Natal, South Africa Fouche & Co Recruitment Full timeOur client operates in a fast-paced manufacturing environment where financial precision and strategic foresight are essential to maintaining growth and stability. The ideal candidate will join a collaborative team focused on business success through sound financial leadership.The Financial Manager will report to the CFO and take responsibility for financial...
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Senior Financial Solutions Advisor
4 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full timeAbout UsAt Liberty Standard Bank Group 2, we pride ourselves on being a well-established and reputable financial institution. We offer a dynamic and supportive work environment that fosters growth and development. As a Financial Adviser, you will have the opportunity to work closely with our experienced trainers and managers to develop your skills and...
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Financial Analysis Director
2 days ago
Umhlanga, KwaZulu-Natal, South Africa 121talent Pty Ltd Full time**About 121talent Pty Ltd**We are a leading recruitment agency in Umhlanga, dedicated to finding top talent for our clients.The position of Controlling Manager is an exciting opportunity for individuals passionate about financial analysis and cost optimization.This role will involve overseeing and analyzing the cost expenditures and purchases within the...
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Senior Finance Executive
1 day ago
Umhlanga, KwaZulu-Natal, South Africa Hire Resolve Full timeOur client is an established group of companies in the logistics industry, specializing in container depots and expanding into other areas of logistics. They are seeking a Senior Finance Executive with exceptional technical and problem-solving skills, a proactive approach to work, and a proven ability to deliver results. The role involves managing accounting...
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Financial Expert with Accounting Prowess
7 days ago
Umhlanga, KwaZulu-Natal, South Africa Ntice Search Solutions Full timeJob OverviewNtice Search Solutions is seeking a skilled Senior Financial Accountant to join our team.About the Role Prepare comprehensive annual financial statements, ensuring accuracy and timeliness. Analyze budget variances and provide insightful commentary. Develop and manage monthly and quarterly management accounts, highlighting key performance...
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Personal Finance Consultant
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Millennium Wealth Bluestar Sanlam Full timeGrow your career as a Financial Planner at Millennium Wealth Bluestar Sanlam and take advantage of opportunities to develop your skills and expertise in a dynamic and supportive environment.About the JobThis is a full-time position in the finance and sales department, offering a competitive salary and benefits package.In this role, you will be responsible...
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Investment Services Consultant
6 days ago
Umhlanga, KwaZulu-Natal, South Africa Liberty Group Ltd Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at Liberty Group Ltd. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with clients. This is an excellent opportunity to launch or advance your career in the financial services...
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Technology Consultant
14 hours ago
Umhlanga, KwaZulu-Natal, South Africa Sanlam Limited Full timeLocation:Umhlanga, KwaZulu Natal, ZAWho are we?SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial...
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Portfolio Development Manager
3 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeWhat We OfferMomentum is a leading financial services provider committed to wealth creation and preservation. As an Investment Consultant, you will be empowered to craft passionate partnerships, provide expert advice, and drive business growth. You will also have opportunities for professional development and career advancement.
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Senior Inbound Reservations Consultant
2 days ago
Umhlanga, KwaZulu-Natal, South Africa Cullinan Holdings Full timeJobs that are definitely too big to miss out on.We cover England, Wales, and Scotland.Position: Industrial Disease / Military Claims SolicitorPosition Type: PermanentLocation: North WestSkills: Military claimsExperience: 2 - 4 years of experience requiredJob Type: Full TimePosition Description: A well-established law firm in Manchester is seeking an...
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Investment Business Partner
5 days ago
Umhlanga, KwaZulu-Natal, South Africa Momentum Full timeCompany OverviewMomentum is a financial services provider with an entrepreneurial spirit and innovative culture. We have been committed to wealth creation and preservation, insurance, and income protection for our clients since 1966.We achieve this through our understanding of the retail insurance, savings, and investment markets in South Africa.Role...