business and financial planning

Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...

Key Activities: Source, develop and nurture your own client base by networking and prospecting Source new business from retained clients and by means of referrals Meet clients in person to provide them with financial planning advice and solutions Sales as an outcome of needs analysis conducted and advice provided Identify a clients insurance and investment needs, risk tolerance and profile, other...

Regional Manager: Financial Planning Services (Insurance) Regional Manager: Financial Planning ServicesLocation: MenlynSalary: R85 000 ctc p.m. (negotiable)Our client in the Insurance industry is looking for a Regional Manager: Financial Planning services.Job Description: Develop and implement effective business sales strategies Provide input on sales policies and procedures Recruit Sales Manager...

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines.Responsibi...

Are you ready to turn your business mindset into a rewarding career in finance? Seeking a path that combines your passion for business with the opportunity to guide others toward financial success? Join us as a Financial Advisor and embark on a journey where every day is an adventure in innovation and empowerment. As a Financial Advisor, you will: Craft tailored financial strategies that empower ...

Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western...

Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional financial advice guidelines. Responsi...

FP&A Manager Midrand Gauteng, South Africa Overview: The purpose of this role is to lead the Financial Planning activities for all countries in the cluster including, financial support for key commercial stakeholders and partners such as Sales, Marketing, and Customer Marketing, ensuring adherence to financial policies (internal and external). This role will be supervising also month-end closing ...

Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...

Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...

Elevate the art of risk management by crafting inventive insurance plans that not only protect assets but also unlock hidden opportunities. We believe in client-centricity. You will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilising extensive expertise to provide financial advice to customers, grow your client base, and prospect for new c...

Provide financial support to Bidvest Facility Management Operations, as well as responsible for Management Accounts and Internal and External Financial reporting.Management of the planning and scheduling of all resources to ensure work is executed in accordance with Engineering Standards, Service level agreements and also drive optimal stock level in the distribution facilities in accordance with...

Business Manager (Hybrid) page is loaded Business Manager (Hybrid) Apply locations Vereeniging time type Full time posted on Posted 2 Days Ago job requisition id JR-51380 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis position is based in Vereeniging. This is a sales management role accountabl...

ROLE PURPOSE Provide financial support to Bidvest Facility Management Operations, as well as responsible for Management Accounts and Internal and External Financial reporting. Management of the planning and scheduling of all resources to ensure work is executed in accordance with Engineering Standards, Service level agreements and also drive optimal stock level in the distribution facilities in a...

ROLE PURPOSEProvide financial support to Bidvest Facility Management Operations, as well as responsible for Management Accounts and Internal and External Financial reporting.Management of the planning and scheduling of all resources to ensure work is executed in accordance with Engineering Standards, Service level agreements and also drive optimal stock level in the distribution facilities in acc...

A position has become available for a Floor Planning Designer to join our dynamic team. To design SPAR stores layout by developing, planning, and coordinating floor planning and design strategies to ensure space productivity, enhance customer experience, and align retail space with the SPAR brand image. KEY PERFORMANCE AREAS Spatial Planning & Design: Improve and develop SPAR store design standar...

Diversified and established group based in the Cape Winelands is searching for an adept and ambitious Finance Manager. The business in mainly involved in Commercial Agriculture, Export, Property Development, Retail, and Marketing. As Finance Manager your role would be critical in overseeing the financial operations, management reporting, and ensuring the financial health and success of the organi...

Our Value Proposition: Up to 7 different income streams from services rendered to clients. Professional and Efficient office support. In-house Training, Support and Development Ongoing training and mentorship. Access to Liberty Product Specialists Fully paid office expenses. We are a dynamic company that provides you with all the support through our boutique type environment. We allow you to focu...

Business Manager (Hybrid) page is loaded Business Manager (Hybrid) Apply locations Vereeniging time type Full time posted on Posted 2 Days Ago job requisition id JR-51380 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This position is based in Vereeniging. This is a sales management role accountab...

A position has become available for a Space Planning Administrator to join our dynamic team. To provide administration support to the space planning department for all space planning projects through collaboration with various Space Management departments and coordination of space planning activities. KEY PERFORMANCE AREAS Planogram Administration: Collate and maintain floor plans ensuring that r...

A position has become available for a Space Planning Administrator to join our dynamic team. To provide administration support to the space planning department for all space planning projects through collaboration with various Space Management departments and coordination of space planning activities. KEY PERFORMANCE AREAS Planogram Administration: Collate and maintain floor plans ensuring that r...

Job DescriptionTo partner with the business in the provision of financial expertise and advice and develop supporting processes that continuously enhance the delivery of financial services. This Financial Manager II position will be responsible for the POP IT portfolio and will represent as a MANCO member in POP Finance Partner with stakeholders in the provision of financial insights and guidance...

Financial Assistant - CenturionFull job descriptionClosing Date2024/05/14 Reference NumberSHO240507-3 Job TitleFinancial Assistant Job TypePermanent Location - CountrySouth Africa Location - ProvinceGauteng Location - Town or CityCenturion Purpose of the JobThe main purpose of this position is to assist the Divisional Financial Manager with all functions related to the division's financial proces...

JOIN an opportunity aimed at enhancing your Career. Liberty offers comprehensive training for the next generation of Liberty Financial Advisers. Our program takes a holistic approach by incorporating technical, sales, and soft skills training to fully position the new advisers for success. The Financial Adviser in training will learn to build their practice with the learning from the support and ...