Financial planner

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

, and we are committed to supporting you during this transition. Our relocation assistance includes financial support to cover flights, moving services, temporary housing, or other resources to facili

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

chieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Rele

nd achieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Relevant

antitative disciplines of mathematics, statistics and economics would be advantageousBasic business financial understanding would be advantageousCandidate should have a 3 - year Bachelor level degree

nd achieve customer satisfaction | Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear | Manage Sales & Growth Targets: Capture the correct Policy Relevant

as ride - hailing and last - mile delivery. Building on this infrastructure, we are now introducing financial services to help our users pay, save and borrow digitally.Helping usher the continent into

ve your future and accelerate your career and the following experience and knowledge:Commercial and financial acumenReducing complexity using an analytical, disciplined and collaborative approachSynth

Mechanical Reasoning Verbal and written communication skills Understanding the service work order process Attention to detail, Teamwork Business and Financial Acumen Influencing and Negotiation skills

Our client in the Financial Services industry is seeking an experienced, seasoned and mature Paraplanner to join their dynamic team in Port Elizabeth.RequirementsRelevant Insurance qualification prefe

BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para - Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent posit

to the overall business objectives and its longterm viability.Requirements12 years experience in a financial advice rendering role (essential) 13 years experience in the financial services industry (

uite ready yet to give advice, here's your opportunity to learn the ropesIs this you?You've studied financial planning and done some work in the background but you really want to start working with cl

Ensure risks are minimised by following a checking and verification process.Ensure that there is no financial and reputational risk to the company by adhering to the internal knowledge base.Administer

Role PurposeThe purpose of the General Manager role is to participate and contribute to a Financial planning and advice culture which builds rewarding relationships, facilitates feedback and provides

EMPLOYMENT TYPE:PermanentCOMPANY:A wealth management and financial planning firm.LOCATION:Tyger Valley, Cape TownWORKING MODEL:Onsite, 5 days per week.JOB OVERVIEW:Providing technical and administrati

Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to the

technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10, 000 bu

Keen to start growing in financial planning and move beyond the basic admin and support?Is this you?You've kick started your career in financial planning and the part you enjoy most if the research an

ted degree5 - 8 years experience in sales, business development or relationship management within a financial services environment 1 - 2 years management experience Proficiency in speaking Afrikaans R

ion and entrenchment through using contextual Money Management principles.Understand and market all financial services solutions within the relevant business offering.Assist with profit growth for the

The Office of the Ombud for Financial Services Providers(FAIS Ombud) is established in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 (the FAIS Act). Its objective is to con

and is designed to be used as a springboard to launch a young graduate professionals career in the financial industry. The successful candidate must have the desire and long term vision to build a pr

and is designed to be used as a springboard to launch a young graduate professionals career in the financial industry.The successful candidate must have the desire and long - term vision to build a p

high - net - worth clients grow and protect their wealth?This is your opportunity to join a dynamic financial services team as a Private Banker, where youll provide tailored advice, innovative solutio

irect distribution channel.RequirementsDegree in Finance, Marketing or Business ManagementCertified Financial Planner (CFP)or CA(SA)Qualified key individual for FAIS purposes7 - 10 years experience in

s the degree and recognition of prior learning, MDS Experience will be considered.CFA and Certified Financial Planner (CFP) is an advantage.Honours an advantage.ExperienceThree to five years of financ

um distribution services (MDS) to ensure the strategies are successfully executed to achieve annual financial sales targets. In addition, the HoD leads Regional General Managers (RGMs) to ensure they,

ion and entrenchment through using contextual Money Management principles.Understand and market all financial services solutions within the relevant business offering.Assist with profit growth for the

Graduate Programme (JB912) 12 Month Financial Adviser Apprenticeship Location: Fully remote position for candidates living in South Africa Salary: Starting salary - R15 000 per month CTC Tools provide

nYour time is now to be your exceptional best at Old Mutual!About UsOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and co

nYour time is now to be your exceptional best at Old Mutual!About UsOld Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and co

rds Preferred QualificationDegree in Commerce/Finance/ Business Science etcPost Graduate Diploma in Financial Planning (essential)Certified Financial Planner (CFP) or studying towards CFPRegulatory FA

xcellent opportunity for an energetic, highly motivated and driven Marketing consultant to join our Financial advisory firm. Growth prospects are high for someone who works hard and you will be mentor

where you want to keep developing your career, you are not the type of person who wants to become a Financial Planner yourself.What you'll be doing (and why you'll enjoy it)Your duties will include ne

Planner(s) MUST BE ENGLISH & AFRIKAANS SPEAKINGQualifications And Experience3 - 5 years in the financial services industry required.Relevant tertiary educationKnowledgeFinancial Services Industry

tepSystem KPIs Skus with forecast and no salesDemand Plan stabilityExtreme error Oversell /UndersellFinancial And Operational ComplexityResponsible for assigned market.OverallControl the supply of cus

the recruitment processes for quality and effectiveness and assist as requiredMonitor and report on financial advisors exits or book transfer so that the Sale Executive can accurately forecast process

Looking for a paraplanner for financial advisory practice in Tokai. Job requirements: CFP or studying towards CFP ie Wealth management 1, 2, 3 Excellent communication skills (verbal and written) Abili

The Group is listed on the Paris and Brussels stock exchanges (ENGI) and is represented in the main financial indices (CAC 40, Euronext 100, FTSE Eurotop 100, MSCI Europe) and non - financial indices

m Requirements EDUCATION:EssentialDiploma in Purchasing/Business Management DesirableB.Com degree - Financial/Retail ManagementJob Experience1 - 3 years Planning experience in retail or other related

ResponsibilitiesYour financial qualification is essential (e.g. B Com finance, accounting, investment management) - A Post Graduate diploma in Financial Planning (CFP) would be beneficial, and experie

ResponsibilitiesYour financial qualification is essential (e.g. B Com finance, accounting, investment management) - A Post Graduate diploma in Financial Planning (CFP) would be beneficial, and experie

ResponsibilitiesYour financial qualification is essential (e.g. B Com finance, accounting, investment management) - A Post Graduate diploma in Financial Planning (CFP) would be beneficial, experience