Financial Intermediaries Specialist

PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist.  Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance...

**Business Unit**:Discovery Employee Benefits**Function**:Investments / Portfolio Management / Wealth Manage**Date**:11 Nov 2024 - Achieve more than** **YOU BELIEVE** **Discovery Corporate & Employee Benefits** **Investment Specialist** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We...

**Investment Specialist** **Sandton** Responsible for managing an existing portfolio of investment clients with a view to retaining and growing the business. This role falls in the middle management category. - Manages a portfolio of existing large Corporate clients - Responsible for retention of assets for existing clients - Manages all contracted client...

CA Financial Appointments seeks a skilled Group Tax Specialist to join their finance team. This role offers a fantastic opportunity to work with a top employer and utilize your corporate tax experience in a newly created position. The ideal candidate will have a solid base of corporate tax knowledge and be able to make a significant impact as the team's...

**First Federal Investments** is recruiting for an Insurance Sales Consultant to join a Dynamic team. The insurance Sales Consultant will be highly skilled individuals who will be tasked with closing leads that come through to **FFI** via its various marketing channels on behalf of its client. Duties & Responsibilities - Building and maintaining business...

Job Overview:The Recruitment Council is a leading recruitment agency specializing in finance and investment roles. We are currently seeking an experienced Financial Solutions Expert to join our team and contribute to our success.About the Role:This is a challenging and rewarding role that requires strong communication and interpersonal skills, as well as a...

Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join our team at TalentCru. As a key member of our financial services team, you will be responsible for providing expert financial services to our clients. You will work closely with our financial advisors to develop and implement financial plans that meet our...

Vuka Financial Solutions is a leading financial solutions platform in South Africa, empowering emerging businesses with cutting-edge technology and expertise. Our mission revolves around delivering customer-centric services built on trust, progress, achievement, teamwork, innovation, and learning.The core objectives of our service are centered around...

**Senior Paraplanner Position in Wealth Management**We are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton, South Africa. If you have a strong background in financial planning and a passion for delivering exceptional results, we encourage you to apply.The successful candidate will be...

CA Financial Appointments presents an exceptional opportunity for a skilled Corporate Tax Specialist to join their finance team as the Group Tax Accountant. This role offers a chance to bring your expertise in corporate tax to a newly created position and make a significant impact on the team's operations.The ideal candidate will possess a minimum of 5 years...

About the RoleWe are seeking a seasoned Investment Consultant to join our team at The Recruitment Council. This is an exciting opportunity for a dynamic professional to make a meaningful impact in the financial services industry.Job Description:The ideal candidate will have a proven track record in client engagement and business development, with extensive...

The Bond Originator / Bond Specialist / Home Loan Consultant. A Bond Originator acts as an intermediary between the home loan applicant and the banks, assisting the applicant in compiling one set of paperwork, then submitting it to all the major banks on their behalf. Responsible for managing the full bond origination process for clients, including but not...

About the Role:This position involves formulating effective financial plan documents, preparing statements of advice documentation, and reviewing customer portfolio review reports. The ideal candidate will have strong communication skills and be able to work collaboratively as part of a team.

The Bond Originator / Bond Specialist / Home Loan Consultant / Sales home loan specialist / mortgage specialist / business development in home loan sales. Acts as an intermediary between the home loan applicant and the banks, assisting the applicant in compiling one set of paperwork, then submitting it to all the major banks on their behalf. Responsible...

Gauteng, Sandton - (Market related) A financial institution in Sandton is looking for a COMPLIANCE OFFICER to join their team **Minimum requirements**: The successful applicant will require the following qualifications, experience and competencies: - Grade 12/Matric - Bachelors Degree - Advanced Diploma in Law advantageous - Minimum of 3 - 5 years’...

The Bond Originator / Bond Specialist / Home Loan Sales and Business Development Manager. A Bond Originator acts as an intermediary between the home loan applicant and the banks, assisting the applicant in compiling one set of paperwork, then submitting it to all the major banks on their behalf. Responsible for managing the full bond origination process...

Senior Paraplanner Job Opportunity in SandtonWe are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton.About the Role:As a Senior Paraplanner, you will be responsible for formulating effective financial plans and risk management documents that meet compliance requirements and align with our...

Job Summary:We are seeking an experienced Strategic Investment Manager to join our team at The Recruitment Council. This role offers a unique opportunity to leverage your skills in client engagement, business development, and investments to drive growth and success.Key Responsibilities:Servicing financial intermediaries (IFAs, DFMs, multi-managers) investing...

We are looking for a skilled Financial Operations Specialist to join our team at Catch Recruit. As a key member of our finance department, you will be responsible for daily finance operations, ensuring seamless transactions and cost management.About the RoleAs a Financial Operations Specialist, you will be working closely with shipping providers, suppliers,...

CA Financial Appointments is seeking a highly skilled Taxation Specialist to join their finance team.The ideal candidate will have a solid base of corporate tax experience and be able to make a significant impact in this newly created role. This is an excellent opportunity to bring your expertise and knowledge to a successful multinational business that...