Regional Manager, Financial Planning

2 weeks ago


Bloemfontein, South Africa Standard Bank of South Africa Limited Full time

Business Segment: Personal & Private Banking

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance).

Qualifications:

- B.Comm Finance / Legal degree
- 120 credits or Qualification aligned with FAIS and FSCA requirements

Experience:

- 5 to 8 years managing a team of Financial Planners/Wealth Planners

Additional Information:

- Negotiating
- Accurately interpreting data
- Implementing procedure
- Understanding regulations

#J-18808-Ljbffr



  • Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    CA 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...


  • Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    We are looking for a dedicated and skilled Paraplanner to join our team at CA Financial Appointments. As a key member of our close-knit, high-performing team, you will play a vital role in supporting our Advisors in delivering exceptional client service.The ideal candidate will possess relevant tertiary qualifications and have 3-5 years of experience within...


  • Bloemfontein, Orange Free State, South Africa CA Financial Appointments Full time

    Financial 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...

  • Regional Manager

    1 month ago


    Bloemfontein, South Africa Jobted ZA C2 Full time

    We are looking for an experienced and results-driven Regional Manager with a strong background in agri-chemicals and white-collar management to lead our client's operations in a key market area. In this role, you will oversee sales, operations, and team development, driving growth and delivering exceptional service to clients in the agricultural...

  • Regional Manager

    2 months ago


    Bloemfontein, South Africa Sydsen Uthintane (Pty) Ltd Full time

    We are looking for an experienced and results-driven Regional Manager with a strong background in agri-chemicals and white-collar management to lead our client's operations in a key market area. In this role, you will oversee sales, operations, and team development, driving growth and delivering exceptional service to clients in the agricultural sector...

  • Regional Manager

    2 months ago


    Bloemfontein, South Africa Sydsen Uthintane (Pty) Ltd Full time

    We are looking for an experienced and results-driven Regional Manager with a strong background in agri-chemicals and white-collar management to lead our client's operations in a key market area. In this role, you will oversee sales, operations, and team development, driving growth and delivering exceptional service to clients in the agricultural...


  • Bloemfontein, Orange Free State, South Africa Bidvest Protea Coin Full time

    Bidvest Protea Coin is seeking a highly skilled and experienced Regional Security Operations Manager to join our team.Job SummaryThis is an exciting opportunity for a seasoned security professional to lead our regional operations, ensuring the highest standards of security service delivery across our portfolio. The ideal candidate will have extensive...

  • Regional Manager

    2 months ago


    Bloemfontein, South Africa FirstRand Full time

    Job Description Hello Future Regional Manager FNB Connect and Service Provider is looking for a dynamic and highly skilled Regional Manager to join their team. The successful applicant will be responsible for managing a sales team for specific regions to ensure maximum book growth. Are you someone who can: - Achievement of net profit growth for Group -...


  • Bloemfontein, Orange Free State, South Africa Performit Personnel Full time

    We are seeking an accomplished Regional Operations Manager to oversee the daily operations of our IT Distribution company in Bloemfontein.As a key member of our team, you will be responsible for directing all aspects of branch management, including distribution, customer service, human resources, administration, and sales. Your primary objective will be to...

  • Regional Director

    2 months ago


    Bloemfontein, Orange Free State, South Africa Sydsen Uthintane (Pty) Ltd Full time

    Job Title: Regional ManagerWe are seeking a highly experienced and results-driven Regional Manager to lead our client's operations in a key market area. As a key member of our team, you will be responsible for overseeing sales, operations, and team development, driving growth and delivering exceptional service to clients in the agricultural sector.Key...

  • Regional Leader

    1 month ago


    Bloemfontein, Orange Free State, South Africa Sydsen Uthintane (Pty) Ltd Full time

    Job Title: Regional LeaderAbout the Role:We are seeking an experienced Regional Leader with a strong background in agri-chemicals and white-collar management to lead our client's operations in a key market area. In this role, you will oversee sales, operations, and team development, driving growth and delivering exceptional service to clients in the...


  • Bloemfontein, Orange Free State, South Africa beBee Professionals Full time

    Job 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...


  • Bloemfontein, South Africa Red Bull Full time

    **Company Description**: The Regional On Premise Manager has the overall responsibility for breaking down and implementing the national business plan in the assigned region. The ROPM is the leader of the Musketeers. As the face of the brand in the market and together with his team, he optimizes sales, brand presence and awareness throughout the On Premise...


  • Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job DescriptionA highly skilled Financial Consultant Specialist is required to join our team at Origin Financial Group in South Africa. As a key member of our team, you will be responsible for developing new business and maintaining existing relationships with clients.Key Responsibilities:New Business Development: Identify and pursue new business...


  • Bloemfontein, Orange Free State, South Africa Compass Full time

    Job OverviewWe are seeking a highly experienced Regional Operations Manager to lead our team at Compass in Bloemfontein.About the RoleThis is an excellent opportunity for a motivated leader with a passion for delivering exceptional service and driving business growth. As a key member of our leadership team, you will be responsible for overseeing the daily...


  • Bloemfontein, Orange Free State, South Africa Sydsen Uthintane (Pty) Ltd Full time

    We are seeking a highly skilled and experienced Regional Manager to lead our client's operations in a key market area. As a key member of our team, you will be responsible for overseeing sales, operations, and team development, driving growth and delivering exceptional service to clients in the agricultural sector.Requirements:Bachelor of Commerce or Science...


  • Bloemfontein, Orange Free State, South Africa Sydsen Uthintane (Pty) Ltd Full time

    Job Title: Regional Director for Agri-Business OperationsWe are seeking a seasoned Regional Manager with expertise in agri-chemicals and white-collar management to lead our client's operations in a key market area.About the Role:This is a high-profile opportunity to drive growth, deliver exceptional service to clients in the agricultural sector, and...


  • Bloemfontein, Orange Free State, South Africa Shoprite Full time

    Job SummaryTo provide efficient and effective personnel services to Shoprite branches and regional management within assigned regions. Key objectives include maximizing labor utilization within budget guidelines, applying sound industrial relations practices, managing staff competency levels, ensuring staff availability based on sales demands, and...


  • Bloemfontein, Orange Free State, South Africa Origin Financial Group Full time

    Job DescriptionThis is a remote position as a Senior Financial Consultant with the Origin Financial Group.Company OverviewA leading Independent Financial Advisor (IFA) in the South African market, we offer customized solutions and advice tailored to each client's financial life cycle. With a strong presence and national footprint, we partner with industry...

  • Financial Adviser Aifa

    3 months ago


    Bloemfontein, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...