Planning Specialist Jobs in Durban

Headhunters - Durban

Identify and analyse Life and Short-Term Insurance (STI) opportunities within financial planning partners client bases. Proven evidence of class of business and product-specific training. Prepare and present...

from: executiveplacements.com - 4 days ago

PartnerUp (Pty) Ltd - Durban

On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the...

from: executiveplacements.com - More than 30 days ago

Vital Element - Durban, Kwazulu Natal, South Africa

Lobby for support and reach consensus within the relevant finance area in all the Group's Southern African countries at both central and regional locations At least 5 years' experience as a Business Analyst... Market related

from: pnet.co.za - 2 days ago

Headhunters - Durban, Durban, South Africa

Minimum 5 years' experience in a similar role (Broker Consultant / Life Insurance Agent, etc.). Conduct regular reviews of clients' cover based on changes in their circumstances or internal procedures...

from: pnet.co.za - 4 days ago

Pro Talent - Durban, Kwazulu Natal, South Africa

Are you a Financial Planner looking to pivot into a more dynamic, investment-focused role? If you're driven by results, enjoy working with entrepreneurs, and have a solid foundation in financial analysis...

from: pnet.co.za - 8 days ago

Montana Resourcing - Umhlanga, Kwazulu Natal, South Africa

• Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning (in conjunction with the Fiduciary... 26000

from: pnet.co.za - Yesterday

Careerbox - Umhlanga, Kwazulu Natal, South Africa

Reviews the forecast and analysis data produced by the APM and/or WFM against budget monthly/ annual figures to drive learning and development Ensure all forecasting, scheduling and real-time management...

from: pnet.co.za - 23 days ago