Senior Financial Planner: Client Relationships Specialist

The Recruitment Council seeks a seasoned Senior Financial Planner to lead our team in delivering exceptional financial planning guidance to clients. With a focus on comprehensive wealth management, the successful candidate will be responsible for providing tailored financial advice to clients, ensuring their financial goals and planned lifestyle needs are...

About the RoleWe are looking for a Senior Financial Planner with strong analytical skills and experience in financial planning and analysis. The ideal candidate will possess excellent communication skills and the ability to translate complex financial data into actionable insights.

Job Description:We are seeking an experienced Client Relationship Specialist to join our team at Access Bank PLC. As a key member of our Consumer Banking division, you will be responsible for building and maintaining strong relationships with individual customers.You will focus on understanding the financial needs of our clients and offering tailored banking...

At Status Staffing, we are seeking a highly motivated and detail-oriented Senior Financial Planning Specialist to join our team.Job OverviewThis internship position offers the ideal opportunity to gain vital experience needed in order to attain your goals of becoming a Certified Financial Planner. You will be responsible for assisting in the implementation...

About the OpportunityWe are seeking a talented professional to join our team as a Client Relationship Specialist. The ideal candidate will have a strong understanding of the insurance industry and a proven track record in sales and service.The role involves building and maintaining relationships with clients, identifying new business opportunities, and...

Key ResponsibilitiesOur ideal candidate will provide technical support and assistance to clients through product recommendations and solutions. They will coordinate with the sales team and other departments to compile detailed costings and quotations, design as per client specifications, and ensure project requirements are met and exemplary service is...

Are you a talented professional eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your...

Are you a results-driven individual with a passion for delivering exceptional service? Do you have experience in the financial services industry and a proven track record of business success?About the JobWe are seeking a highly skilled Client Service Specialist to join our business team in Cape Town. This is a permanent position that offers a market-related...

Job OverviewThis role offers an exciting opportunity to join our international team as a Client Relationship Specialist.You'll be responsible for managing your own portfolio, providing high-quality support to our team and clients, and contributing to the growth of our organization.Working closely with the Client Account Manager, you'll focus on delivering...

Role Overview: Future Forex SA is seeking an exceptional client-facing professional to drive business growth and provide outstanding service to clients. As a Senior Client Relationship Manager, you will be responsible for developing strong relationships with existing clients, identifying new opportunities, and delivering exceptional customer...

CA Financial Appointments is looking for a Senior Financial Services Specialist to join our team. The ideal candidate will have experience in managing financial functions, including payroll, accounts payable, and accounts receivable.Job Description:Manage financial data and reports to ensure accuracy and complianceDevelop and implement financial policies and...

Company OverviewOrigin Financial Group is a leading player in the South African market, specializing in customized financial solutions and advice. We pride ourselves on helping our financial advisors realize their worth and attribute our growth and performance to our incredible partners and market-leading value proposition.We present a significant...

About UsAt Communicate Recruitment, we pride ourselves on delivering high-quality services to our clients.About the RoleWe are seeking an experienced Client Relationship Strategist to join our team.Job DescriptionLead senior client relationships and develop strategies for successful campaign execution.Oversee planning and execution of integrated campaigns...

Established Financial Advisor – Risk or AUM FocusDescription:We are seeking a highly skilled Financial Planner to join our team as a Lead Financial Planner. In this role, you will be responsible for providing expert financial guidance and solutions to our clients.Key Skills:High ethical standards and integrity.Passionate, Dynamic, Driven and Ambitious.Good...

Job Description:AFA - Accounting and Financial Advisory is seeking a skilled Career Candidate to join our team as a Senior Financial Statement Specialist. As a key member of our financial reporting team, you will be responsible for preparing high-quality financial statements for our clients using Draftworx and CaseWare Working Papers.The ideal candidate will...

A well establish investment firm based in Newlands is seeking a Graduate Financial Planner. Duties: Work as part of a professional team in our office Assist the team of Client Portfolio Managers Preparing Investment Proposals Compile Portfolio Analyses Contact prospective clients Follow an established onboarding process to bring on new clients Continuously...

Company OverviewWealth management is a sophisticated practice that requires a high level of expertise, particularly in wealth planning. At Capital Assignments, we are committed to offering affluent clients innovative strategies that protect their assets and help them build their desired reality.Duties & ResponsibilitiesThe successful candidate will have the...

Job DescriptionAs a Senior Client Engagement Specialist at Recruiters of Distinction, you will be responsible for managing existing client relationships and onboarding new clients to ensure seamless integration and satisfaction. This role requires excellent communication and organizational skills, as well as the ability to think strategically and...

A recent professional profile photo is to accompany your applicationEMPLOYMENT TYPE : PermanentSECTOR : FinanceBASIC SALARY : Market relatedSTART DATE : A.S.A.P / ImmediateREQUIREMENTS:Bachelor of Commerce (BCom) or equivalent tertiary qualification, along with...

The Personal Financial Advisor will be responsible for providing financial planning, personalfinance advice, retirement planning, and financial services to clients. The role involvesdeveloping customized financial strategies, analyzing financial data, and guiding clientstowards their financial goals.