Latest Planner Financial Services jobs (page 2)

65 Planner Financial Services Jobs - page 2

Financial Advisor Option Consultancy Services - Johannesburg Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy... More than 30 days ago
Wills Sales Manager - Pretoria Talent Evolution - Pretoria - Prior experience in short-term and/or long-term insurance sales, preferably in a call centre environment, is essential. This includes a strong understanding of sales techniques, customer engagement strategies... More than 30 days ago
Client Service Consultant 1 Nedbank - Cape Town, ZA Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained... 11 days ago
Acquisition Banker (Gauteng) Nedbank - Johannesburg, ZA Source appropriate leads by building relationships, using networks, collaborating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers... 4 days ago
Buyer Centurion, Gauteng, South Africa Manage Purchase Requests - Train on purchasing procedures and assist end users in initiating requisitions. Resolve all purchasing issues between requester and vendors. 2-3 Years purchasing experience with... 3 days ago
Manager, Fiduciary Services Bloemfontein, Free State, South Africa Trustee diploma/CAIB or a Commercial/Legal Degree #J-18808-Ljbffr More than 30 days ago
Paraplanner Top Vitae - Port Elizabeth Provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio together. Provide consistent, accurate, timely and pertinent communication to clients... More than 30 days ago
Financial Planner: Pretoria IS Lynnwood Pretoria, Gauteng, 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... 11 days ago
Senior ParaPlanner Cape Town, Western Cape, South Africa Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations Preparation of Records of Advice for both Local... 15 days ago
Financial Planning Partner Assistant Headhunters - Hillcrest, 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 More than 30 days ago

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