Financial Planning Consultant

Key ResponsibilitiesClient ConsultationsConduct thorough client assessments to identify their financial goals and objectivesDevelop personalized financial plans to meet clients' needsFinancial Planning and AdviceProvide comprehensive financial planning and investment advice to clientsMaintain accurate records of client interactions and plan progress

Company OverviewInnovative Financial Advisor Services is a well-established, professionally staffed insurance advisory that delivers tailor-made solutions to clients. Our unique approach and skillset enable us to provide flexible and best-of-breed services with zero wastage.Role DescriptionThis full-time role involves providing comprehensive financial...

Job ResponsibilitiesDevelop and implement tailored financial plans for clients.Provide expert guidance on investments, retirement planning, and wealth management.Maintain strong relationships with clients through regular consultations and communication.Stay updated on the latest market trends and financial regulations.RequirementsTo succeed in this role, you...

Why Work with Us?We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.Your Key TasksAs a Senior Financial Advisor, your key tasks will...

We are seeking a highly skilled Financial Advisor to join our team at Hilgard Financial Services. As a key member of our team, you will play a crucial role in delivering high-quality investment solutions to our clients.About UsHilgard Financial Services is a reputable organization dedicated to providing top-notch financial planning and advisory services. We...

Job title : Senior Financial Wellness Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of...

Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Mauritius. As a key member of our team, you will play a crucial role in providing exceptional financial advice and wealth management solutions to our clients.About Your RoleYou will be responsible for planning and managing leads, interacting with potential...

As a leading financial services firm, 1.618 Financial Services is dedicated to delivering exceptional financial solutions to our clients.We are seeking a highly motivated and experienced Executive Independent Financial Advisor to join our team and contribute to our mission of providing personalized financial advice to individuals and families.In this...

Become a key member of our team at Bayport Financial Services as a Senior Financial Wellness Consultant. In this role, you'll have the opportunity to make a positive impact on the financial wellbeing of our Corporate clients.About the Position:This is an ideal position for someone who is passionate about helping others achieve financial stability. You'll be...

We're seeking a highly skilled Senior Financial Wellness Consultant to join our team at Bayport Financial Services. This is an excellent opportunity to make a real difference in the lives of our Corporate clients and help them achieve financial stability.About the Role:This role will involve working closely with employees to assess their financial...

As a Senior Financial Wellness Consultant at Bayport Financial Services, you'll play a vital role in empowering our Corporate clients to take control of their financial wellbeing. We're looking for an experienced professional to join our team and make a meaningful impact.About the Role:This position involves working closely with employees to assess their...

Company DescriptionInnovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions...

About UsInnovative Financial Advisor Services is a forward-thinking insurance advisory that offers innovative solutions to meet clients' unique financial needs. Our team of experts provides comprehensive financial planning, investment advice, and retirement planning services to help clients achieve their long-term financial goals.Why Join Us?Opportunity to...

At Bayport Financial Services, we're on a mission to empower employees to take control of their financial wellbeing. As a Senior Financial Wellness Consultant, you'll play a pivotal role in helping our Corporate clients improve their overall financial health.Key Responsibilities:Evaluate employees' financial situations and provide tailored solutions for...

Job DescriptionThe Financial Planning Manager will be responsible for developing and implementing financial planning strategies to support the growth and success of our business in Pretoria.Key ResponsibilitiesFinancial Planning: Develop and maintain comprehensive financial plans, outlining revenue projections, expense budgets, and cash flow...

Job DescriptionFirstrand is seeking a Financial Planning Specialist to join our team. The successful candidate will have a strong background in financial planning and control, with experience in import and distribution.Key ResponsibilitiesDevelop and maintain effective relationships with stakeholders, including sales staff, group finance, and executive...

BetterSure Financial Consultants is seeking a highly skilled Claims Consultant to join our team. As a key member of our insurance claims processing team, you will be responsible for managing the end-to-end claims process for life insurance, ensuring that all claims are processed efficiently and in compliance with regulatory requirements.The ideal candidate...

We are looking for a driven Commercial Insurance Broker to join our team at Mont Blanc Financial Services. In this role, you will be responsible for building and maintaining strong relationships with clients and lead providers, conducting proactive outreach through cold calling, and ensuring the smooth processing of insurance policies.The ideal candidate...

Company OverviewSanlam is a leading financial services provider in South Africa, committed to building strong relationships with our employees and clients. We pride ourselves in helping our advisors realise their worth and achieve great things.Job DescriptionThe purpose of this role is to provide new and existing clients with professional and relevant...

Catch Recruit is an employer of choice in the financial sector, offering exciting opportunities for professionals to grow and develop their careers. If you are looking for a challenging and rewarding role, we invite you to explore our current vacancies.About the Position:Responsibilities:Develop and execute strategic objectives as articulated by the Chief...