Financial Planning Expert
2 months ago
- Strategic Partnerships: Through our strategic alliance with Discovery, we offer an extensive network of support, providing you with a competitive edge in the industry.
- National Reach: Leverage the strength and reputation of the Attooh network to expand your client base and enhance your career opportunities.
- Independence and Support: Enjoy the best of both worlds—operate independently while benefiting from comprehensive support and resources.
- Build/maintain client relationships
- Ensure all administration is completed in an effective manner to meet the groups compliance and regulatory requirements
- Generate new business, set up, meet clients
- RE 5
- FAIS compliant
- Experience in the insurance industry
- Experience in Personal and Commercial Lines insurance
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Budgeting and Financial Planning Expert
2 weeks ago
Bloemfontein, Orange Free State, South Africa beBee Professionals Full timeJob Title: Budgeting and Financial Planning ExpertbeBee Professionals is seeking a highly skilled Budgeting and Financial Planning Expert to join our team. The successful candidate will be responsible for developing and managing the budget of our nonprofit organization.The ideal candidate should have a Bachelor's degree in Accounting or Finance, with at...
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Financial Planning Assistant
2 weeks ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeCA Financial Appointments is seeking a skilled Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning.Key Responsibilities:Financial Planning Support: Develop precise financial...
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Taxation and Financial Planning Expert
6 days ago
Bloemfontein, Orange Free State, South Africa Exceed Human Resource Consultants Ltd Full timeFinancial Analysis and Advisory ServicesWe are seeking a skilled Financial Analysis and Advisory Professional to join our team at Exceed Human Resource Consultants Ltd. As a key member of our financial services team, you will be responsible for providing expert financial analysis and advisory services to our clients.Key ResponsibilitiesAssess financial data...
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Paraplanner - Financial Planning Support Specialist
23 hours ago
Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full timeFinancial Planning Support Specialist - Contribute to the success of our clients by providing exceptional administrative support to our Advisors. In this role, you will assist with client interactions, account management, and basic financial planning.Key Responsibilities:Develop and maintain accurate client records and portfolio documentsPrepare client...
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Financial Expert
2 months ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeAccountant/Auditor OpportunityWe are seeking a skilled Accountant/Auditor to join our team at Rectitude Recruit.Key Responsibilities:Prepare and review financial statements and reportsConduct audits and ensure compliance with regulationsProvide expert advice on financial mattersRequirements:3 years of experience in accounting and auditingStrong analytical...
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Financial Expert
2 weeks ago
Bloemfontein, Orange Free State, South Africa Mirna Butler Recruitment Full timeOur client, a dynamic organization, is seeking a highly skilled Financial Expert to join their team. This role offers the opportunity to work remotely, allowing for a perfect blend of work-life balance and professional growth.The ideal candidate will possess a degree in Accounting and have completed a SAIPA / SAICA trainee contract. Proven experience in...
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Wealth Management Specialist
4 weeks ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob Title: Wealth AdvisorOrigin Financial Group is seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain relationships with...
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Financial Planning Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa Sanlam Full timeAbout UsSanlam Life Ltd is a leading financial services provider in the South African market, renowned for building strong, lasting relationships with our financial advisors.Job PurposeThe purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and...
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Wealth Management Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Origin Financial Group. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain relationships...
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Chartered Accountant
2 months ago
Bloemfontein, Orange Free State, South Africa Rectitude Recruit Full timeJob SummaryWe are seeking a highly skilled Chartered Accountant to join our team at Rectitude Recruit. As a key member of our finance department, you will be responsible for providing expert financial guidance and support to our clients.Key ResponsibilitiesFinancial Analysis: Conduct thorough financial analysis to identify errors and discrepancies in trial...
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Wealth Management Advisor
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionThis is a remote position that requires a skilled and experienced financial professional to join our team at Origin Financial Group. As a Wealth Advisor, you will be responsible for providing expert financial advice and guidance to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and maintain...
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Financial Services Specialist
3 weeks ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time{"h3": "Job Summary"} This is a remote position with Origin Financial Group, a leading Independent Financial Advisor in the South African market. We are seeking a skilled Financial Services Specialist to join our team and provide customized solutions and advice tailored to the financial life cycle of each client. Key Responsibilities Develop new business...
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Financial Services Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time{"h3": "Job Summary"} This is a remote position with Origin Financial Group, a leading Independent Financial Advisor in the South African market. We are seeking a skilled Financial Services Specialist to join our team and provide customized solutions and advice tailored to the financial life cycle of each client. Key Responsibilities Develop new business...
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Wealth Management Specialist
1 month ago
Bloemfontein, Orange Free State, South Africa Origin Financial Group Full timeJob DescriptionThis is a remote position that requires a skilled and experienced Financial Advisor to join our team at Origin Financial Group. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
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Aspiring Financial Advisor
1 month ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeUnlock Your Financial PotentialOld Mutual is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we're looking for self-motivated and dynamic individuals to join our team.About the RoleWe're seeking a Financial Advisor who will champion our valued customers to achieve their lifetime goals. This involves...
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Tax Planning Specialist
2 weeks ago
Bloemfontein, Orange Free State, South Africa beBee Professionals Full timeWe are seeking a highly skilled Tax Planning Specialist to provide expert advice on tax planning strategies, tax compliance, and tax minimization to our clients. The ideal candidate will have a degree in accounting, finance, or a related field, and a minimum of 5 years of experience in tax planning.The successful candidate will be responsible for providing...
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Financial Expert
3 weeks ago
Bloemfontein, Orange Free State, South Africa RECTITUDE RECRUIT Full timeJob DescriptionWe are seeking a highly skilled Qualified Accountant to join our team at Rectitude Recruit.The ideal candidate will have a strong background in accounting and a willingness to learn and grow with our company.Key Responsibilities:Preparation of financial statements and reportsCompliance with accounting standards and regulationsAnalysis and...
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Aspiring Financial Consultant
1 month ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeWrite Africa's Financial StoryOld Mutual is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this commitment.About the RoleWe are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join our team. The role involves championing our valued customers to achieve their...
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Professional Financial Advisor
3 days ago
Bloemfontein, Orange Free State, South Africa Old Mutual Full timeTransforming Lives through Financial GuidanceAt Old Mutual, we believe in empowering individuals to achieve their financial goals. As a Poly-jobber (EPT), you will play a vital role in championing our valued customers by identifying their financial needs and providing expert advice.The role involves responsible procurement of new business, expanding sales of...
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Senior Financial Professional
2 weeks ago
Bloemfontein, Orange Free State, South Africa RECTITUDE RECRUIT Full timeSenior Accountant RoleWe are seeking a skilled Senior Accountant to join RECTITUDE RECRUIT. The ideal candidate will have a strong background in financial management, with experience in completing articles, obtaining financial qualifications, and maintaining a valid licence.Key Responsibilities:Manage financial records and ensure accuracy and...