Financial Planner Jobs

Ultra Personnel - Kloof, eThekwini, ZA

Pay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment Escalate with PPs regarding commissions / fees due to the Financial... Monthly

from: adzuna.co.za (+4 sources) - 15 days ago

Welkom, Free State, South Africa (+2 locations)

3-5years' experience in a sales environment, specifically intermediary services for banking and insurance categories. Business Segment: Consumer & High Net Worth Clients No Supervision required Experience...

from: jobleads.co.za - 9 days ago

Edge Executives - Johannesburg, Gauteng, ZA

Requirements: Experience in sales long term insurance experience Experience with long-term insurance products Must have driver's licence and vehicle Proven sales record RE 5 and Certified Financial planner... Monthly

from: adzuna.co.za (+1 source) - 20 days ago

Pietermaritzburg, KwaZulu-Natal, South Africa

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake...

from: jobleads.co.za - 9 days ago

Conova Recruitment - Cape Town

Identifying Financial Planning needs based on data collected from the Clients. Establishing shortfalls or cash flow forecasts in conjunction with priorities and affordability. The Paraplanner may, from... 25000 Monthly

from: jobplacements.com (+1 source) - 21 days ago

H&S Labour Brokers - Cape Town City Centre, Cape Town Region, ZA (+1 location)

Support and Execute broader Member and Pensioner Education and Fund promotion campaigns Work with the Member experience specialists to understand member and pension segments and requirements and design... 450000

from: adzuna.co.za (+3 sources) - 23 days ago

Ultra Personnel - Port Elizabeth, Nelson Mandela Bay, ZA

Ensuring XPlan Policy Schedules are up to date and accurate Data capture of client demographic data on client relationship management system XPlan Client financial data capture (ASTUTE, PPs and manual)... Monthly

from: adzuna.co.za (+1 source) - 30 days ago

The Recruitment Council - CapeTown

Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied leads. Continually...

from: executiveplacements.com (+2 sources) - More than 30 days ago

Benclo - Johannesburg

Understand and implement the costing structures for orders linking to sampling and manufacturing of garments to supply retailers. Understand the risk tolerance and develop strategies to minimize risk PLEASE... 25 000

from: executiveplacements.com - More than 30 days ago

ES Recruitment - Pretoria

Proven experience in financial planning and investment advisory roles. Certified Financial Planner (CFP) / RE5 qualification MUST HAVE! Strong knowledge of financial markets, investment products, and financial...

from: jobplacements.com - More than 30 days ago