Wealth Planning Specialist

Company OverviewWe are Liberty Group Ltd, a reputable company committed to helping individuals secure their financial future. Our mission is to provide personalized financial advice and solutions that empower our clients to achieve their goals.Job DescriptionThe Financial Planner will be responsible for providing expert guidance on investment strategies and...

Unlock your potential as a Financial Adviser at Millennium Wealth Bluestar Sanlam and play a pivotal role in shaping the financial futures of our clients.About the CompanyWe are a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals through expert advice and guidance.In this dynamic role,...

Are you a talented and ambitious individual looking to make a significant impact in the finance sector while securing your professional future? About Millennium Wealth Bluestar SanlamWe are a trusted and established company committed to helping individuals and families achieve their financial goals.In this role, you will provide expert financial advice and...

Lonfin Wealth Bluestar Financial Advisory Services, authorized by Sanlam, provides a comprehensive range of insurance products to safeguard your future and protect you against life's uncertainties. Located in the City of KZN, we offer retirement annuities, life annuities, investments, employee benefits, and various insurance solutions to meet your needs.Role...

About the RoleAs 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...

Our MissionMomentum's mission is to be a business partner of choice, providing expert advice and guidance to IFAs. We empower them to grow their businesses through our range of products and services.Your RoleAs an Investment Consultant, you will work closely with IFAs to understand their needs and provide tailored solutions. You will also drive business...

Key ResponsibilitiesEnthusiast through Brand, SME Service & Digital: Understand target audience, landscape, competitor influences, events that enthuse, critical moments of truth.Ensure long-lasting relationships with IFAs and move them from non-active supporters to active ambassadors.Connection to brand and digital way of work.Production/Business retention &...

Delivering Exceptional ServiceAs a Financial Advisor at Old Mutual, you will be responsible for delivering exceptional financial services to clients. This involves providing personalized financial planning, risk management, and investment advice that meets their unique needs.To achieve this, you will need to possess a deep understanding of financial markets,...

Required Skills and QualificationsTo succeed in this role, you will need to possess the following skills and qualifications:A Matric certificate (essential)A Degree (preferable)A working knowledge of computer systemsStrong communication and interpersonal skillsA sales background and previous experience in financial services would be advantageous but not...

Professor of Hospitality Finance ManagementInvictus Education Group invites applications from accomplished professionals with a strong background in finance and hospitality to join our faculty as a Hospitality Finance Management Lecturer.About the OpportunityThis is an exceptional chance to make a lasting impact on the next generation of hospitality leaders...

4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from EnvestproRecruitment Specialist at Envestpro GroupFuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance?...

Fuel Your Entrepreneurial Journey: Transform into a Financial Advisor with Envestpro.Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success?About EnvestproWe are a community of entrepreneurs dedicated to helping each...

About the JobWe are seeking a highly motivated and experienced Online Education Specialist to join our team as a Distance Learning Facilitator for Game Art.The successful candidate will have a strong background in game art and extensive experience in online education and teaching students in a digital learning environment.Your ResponsibilitiesTo develop and...

Being a part of the Hollywoodbets Purple Team is an opportunity to become a part of one of South Africa's biggest success stories. From humble beginnings in Durban, Hollywoodbets has grown into a powerhouse brand operating across Africa and the United Kingdom. And that's just the beginning. Our talented Team is on a mission to increase our global footprint,...

Chief Operating Officer | Umhlanga Join this boutique asset manager as a COO. The successful individual will be responsible for a broad level of operational duties that range from hands-on day-to-day management of all staff, providing strategic advice, identifying, and executing existing and new operational systems and processes within this firm. The COO...

Role OverviewThe role of a Financial Advisor at Old Mutual is centered around providing expert financial planning, risk, and investment advice to clients.This full-time position is based in Umhlanga, where the successful candidate will be responsible for delivering high-quality financial services, including financial advisory, retirement planning, and...

About the OpportunityWe are seeking a Growth Opportunities Specialist to join our team. The successful candidate will play a key role in identifying and developing growth opportunities across our organization.Key ResponsibilitiesConduct market research and analysis to identify growth opportunities.Develop and maintain a deep understanding of our business,...

At Virgin Active South Africa, we redefine health and wellness in a unique and innovative way. Our mission is to make exercise irresistible.This full-time on-site role for an Exercise Specialist at our Umhlanga club involves providing fitness instruction, circuit training, sports coaching, and nutrition guidance to members on a daily basis.Key...

ResponsibilitiesDevelop and drive WCM programme deployment, including external audits and Awards ManagementCo-ordinate the self-assessment in preparation for internal & external auditsEstablish a common approach for implementing UMS in the factoriesProvide direct support for the implementation of site improvement plansResearch and exploit new continuous...

About the JobWe are looking for a Strategic Insights Partner to join our team. The successful candidate will play a key role in providing strategic insights and recommendations to drive business growth and innovation.Key ResponsibilitiesDevelop and maintain a deep understanding of our business, customers, and markets.Conduct market research and analysis to...