Financial Planning Consultant

1 week ago


East London, Eastern Cape, South Africa PSG Insure Full time

At PSG Insure, we seek a seasoned Financial Planning Consultant to provide expert advice to clients and help them achieve their financial goals. As a key member of our team, you will be responsible for building and maintaining client relationships, understanding their needs, and offering tailored financial solutions.

Key Responsibilities:

  1. Client Advisory:
    Meet with clients to discuss their financial goals & risk tolerance.
    Develop personalized financial plans and insurance strategies.
    Provide ongoing advice and adjustments to clients' portfolios based on market conditions and life changes.
  2. New Business Development:
    Identify and pursue new business opportunities to expand your client base.
    Network and build relationships with potential clients through various channels, including referrals, events, and marketing initiatives.
  3. Client Relationship Management:
    Maintain regular contact with clients to review their plans and provide updates.
    Ensure high levels of client satisfaction and retention through exceptional service and support.
  4. Compliance and Legal:
    Adhere to all regulatory requirements and industry standards.
    Ensure all client interactions and transactions are compliant with legal and ethical guidelines.
  5. Collaboration with Administrative Team:
    Work closely with our administrative team to handle all back-office tasks, including paperwork, record keeping, and compliance.
    Leverage the support of our legal and marketing teams to enhance your advisory services.


  • East London, Eastern Cape, South Africa Bayport Financial Services Full time

    Job title: Senior Financial Wellness Consultant - East LondonJob Location: Eastern Cape, East LondonDeadline: March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee's financial situation, providing them with...


  • East London, Eastern Cape, South Africa Bayport Financial Services Full time

    Job title : Senior Financial Wellness Consultant - East LondonJob Location : Eastern Cape, East LondonDeadline : March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees in improving their overall financial wellbeing through the evaluation of employees' financial situations, providing them...


  • East London, Eastern Cape, South Africa Bayportsa Full time

    Job OverviewBecome a part of our team as a Senior Financial Wellness Consultant at Bayport Financial Services, helping corporate employees achieve financial freedom.This role involves assessing financial situations, providing tailored financial solutions, and guiding employees towards better financial decisions.Your Key ResponsibilitiesEvaluate and address...


  • East London, Eastern Cape, South Africa Sanlam Limited Full time

    About the CompanySanlam Limited is a leading financial services provider in South Africa, dedicated to helping individuals achieve their long-term financial goals.We offer a comprehensive range of financial products and services, including investment, insurance, and retirement planning.Our team of experts is committed to delivering exceptional client service...


  • East London, Eastern Cape, South Africa Staff Solutions Recruitment Full time

    The Director of Financial Planning will be responsible for developing and implementing financial strategies to drive business growth, profitability, and operational efficiency.Collaborate with the leadership team to define and execute strategic initiatives.Lead the development and implementation of financial models to support business strategy and...


  • East London, Eastern Cape, South Africa Sanlam Limited Full time

    Company OverviewSanlam Limited is one of the top financial services providers in the South African market, renowned for its commitment to transformation and embracing diversity.Job DescriptionWe are seeking a highly skilled and results-driven Financial Planner to join our team. As a key member of our sales force, you will be responsible for providing...


  • East London, Eastern Cape, South Africa Sanlam Limited Full time

    Job DescriptionThe role of a Financial Services Consultant Blue Ocean is to provide professional and relevant financial advice, planning, and products that meet the needs and requirements of clients. This involves undertaking the procurement of sustainable business in accordance with business targets set by the company.Main ResponsibilitiesAssist in growing...


  • East London, Eastern Cape, South Africa Bayportsa Full time

    Senior Financial Wellness Consultant - East LondonJoin to apply for the Senior Financial Wellness Consultant - East London role at Bayport Financial ServicesJob title: Senior Financial Wellness Consultant - East LondonJob Location: Eastern Cape, East LondonDeadline: March 28, 2025DescriptionThe Senior Financial Wellness Consultant's main responsibilities are...


  • East London, Eastern Cape, South Africa Profile Personnel Full time

    **Job Summary**We are seeking a highly experienced Finance Manager to join our team at Profile Personnel. The successful candidate will be responsible for managing the company's financial operations, including financial planning and analysis, accounting, and compliance.**Key Responsibilities**Manage the company's financial planning and analysis functions,...


  • East London, Eastern Cape, South Africa Sanlam Limited Full time

    About the RoleAs a Financial Services Advisor at Sanlam, you'll have the opportunity to work with a talented team of professionals who share your passion for delivering outstanding client experiences.The ideal candidate will have a deep understanding of financial markets and regulations, as well as the ability to analyze complex financial data and make...


  • East London, Eastern Cape, South Africa Bayportsa Full time

    The Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees in improving their overall financial wellbeing through the evaluation of employees' financial situations, providing them with consolidation and/or personal loan solutions, and educating employees on basic principles of good financial health.To contribute to...


  • East London, Eastern Cape, South Africa Old Mutual Full time

    About Us">At Old Mutual, we believe in the immense potential of Africa and strive to tap into it by fostering a diverse talent pool that reflects this vision.">A Career Path for Ambitious Individuals">We are seeking highly motivated and dynamic professionals with an entrepreneurial spirit to join one of Africa's leading insurance companies as Financial...

  • Financial Planner

    3 days ago


    East London, Eastern Cape, South Africa Liberty Standard Bank Group Full time

    Are you a talented professional in EAST LONDON 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...


  • East London, Eastern Cape, South Africa Liberty Standard Bank Group Full time

    Company Overview:Liberty Standard Bank Group is a leading financial institution that empowers individuals and businesses to achieve their long-term goals. We are committed to providing innovative solutions that meet the evolving needs of our clients.Job Description:As a Financial Planner, you will play a crucial role in helping our clients achieve financial...


  • East London, Eastern Cape, South Africa Momentum Full time

    Job Overview:Momentum is seeking a highly skilled Investment Planning Expert to join our team. As a key member of our Private Wealth and Advisory Team, you will provide expert financial services to high-income clients.Responsibilities include analyzing financial information, developing personalized financial plans, and implementing financial strategies to...


  • East London, Eastern Cape, South Africa Sanlam Limited Full time

    About the RoleWe are seeking a skilled and experienced Financial Planner to join our team. The successful candidate will be responsible for providing expert financial advice, planning, and products to new and existing clients.Key ResponsibilitiesClient EngagementBuild strong relationships with new and existing clients through regular consultations and...


  • East London, Eastern Cape, South Africa Dante Personnel Full time

    Minimum requirements: NQF Level 9 qualification (e.g., Masters in Business Administration (MBA) , Finance , or related field) Chartered Accountant (CA(SA)) or equivalent professional qualification Minimum 10 years of experience in finance At least 5 years in a senior leadership role In-depth knowledge of financial planning, budgeting, forecasting, and...

  • Financial Planner

    2 weeks ago


    East London, Eastern Cape, South Africa Sanlam Limited Full time

    Location:East London, Eastern Cape, ZAWho are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves...


  • East London, Eastern Cape, South Africa Innovative Recruitment Full time

    Job DescriptionWe are seeking an accomplished Senior Industrial Engineer to lead our operations and engineering efforts. The ideal candidate will have a strong background in industrial engineering and experience in creating value-added solutions for clients.Key ResponsibilitiesBuild and maintain positive relationships with colleagues and clients, ensuring...


  • East London, Eastern Cape, South Africa Bayportsa Full time

    About the RoleAs a Senior Financial Wellness Consultant at Bayport Financial Services, you will play a vital role in assisting corporate employees in achieving financial stability.Key responsibilities include evaluating financial situations, providing consolidation and/or personal loan solutions, and educating employees on good financial practices.What We're...