financial planning and insurance

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Reference: CMF002998-KMc-1 Are you a proactive, analytical thinker with a knack for driving financial strategies? Do you thrive in a fast-paced environment and enjoy collaborating with cross-functional teams? If so, we have an exciting opportunit...

Prime contributor to the development of the company's Insurance strategic plan/corporate plan in support of the Head of Risk and Strategy. To produce strategy documents which are instrumental in facilitating the definition and execution of the company strategy and to lead the planning process to achieve the intended objectives and positioning of the Insurance through strategy themes. Responsible ...

(Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land, equipment, improve assets and obtain production credit. The Land Bank provides financial services that have moved w...

(Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land, equipment, improve assets and obtain production credit. The Land Bank provides financial services that have moved w...

Prime contributor to the development of the company's Insurance strategic plan/corporate plan in support of the Head of Risk and Strategy. To produce strategy documents which are instrumental in facilitating the definition and execution of the company strategy and to lead the planning process to achieve the intended objectives and positioning of the Insurance through strategy themes. Responsible ...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportuni...

OUTPUTS: Conserve Policies Conserve policies one month in arrears Conserve policies two month in arrears Conserve policies three month in arrears Reconstruct policies at clients request RAR conserved Coach Quality Assure policies conserved Quality Assure Calls Quality Assure cases prepped for ECBU ECBU training Train the ECBU team on all aspects of ECBU Identify reporting needed Identify process ...

Company is a dynamic and vibrant player in South Africa's financial services industry. We're passionate about financial services and the good it can do. In the digital era, people are collaborating, co-creating, and sharing like never before. Consumers want to take charge and customise every part of their world to meet their needs. We're applying these same principles to financial services to cre...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportuni...

OUTPUTS: Conserve Policies Conserve policies one month in arrears Conserve policies two month in arrears Conserve policies three month in arrears Reconstruct policies at clients request RAR conserved Coach Quality Assure policies conserved Quality Assure Calls Quality Assure cases prepped for ECBU ECBU training Train the ECBU team on all aspects of ECBU Identify reporting needed Identify process ...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, we've helped you dream of it, plan for it, deal with it. We've been in it with you. All of it.This role enables a driven and ambitious individual to become a trained Financial PlannerExcellent uncapped earning opportunity...

Role Purpose: To lead and assume operational responsibility for several teams within the Dedicated Client Service area These teams include but are not limited to, Gauteng North and Gauteng Central ( focusing on Dedicated/Personal client service, and client retention We are looking for: An individual with tenacity and the ability to adapt within a fast-paced operational environment. The ideal cand...

At Land Bank, our sole objective is to serve South African commercial and emerging agriculture by bringing specially designed financial services within the reach of farmers across the nation. These services enable farmers to finance land, equipment, improve assets and obtain production credit. Today, the Bank is a true South African development finance institution that strives to serve all farmer...

These jobs were popular with other job seekers Reference: PE002316-RW-1 Our client in the Financial Services Industry based in KZN is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful career opp...

These jobs were popular with other job seekers Reference: PE002285-RW-1 Our client in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products). To provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful care...

Financial Manager - Malmesbury, Western Cape Salary Negotiable Requirements:Minimum 3 years FM experience in Manufacturing/FMCG with solid financial accounting experience.BCom Degree.Completed SAIPA/SAICA Articles advantageous.Professional affiliation preferred.ERP and advanced Microsoft Excel experience.Knowledge of Microsoft Office Suite.Familiarity with Power BI or similar reporting tools adva...

Financial Manager - Malmesbury, Western Cape Salary NegotiableRequirements:Minimum 3 years FM experience in Manufacturing/FMCG with solid financial accounting experience.BCom Degree.Completed SAIPA/SAICA Articles advantageous.Professional affiliation preferred.ERP and advanced Microsoft Excel experience.Knowledge of Microsoft Office Suite.Familiarity with Power BI or similar reporting tools advan...

Financial Manager - Malmesbury, Western Cape R75 000 Per Month Negotiable Requirements:Minimum 3 years FM experience in Manufacturing/FMCG with solid financial accounting experience.BCom Degree.Completed SAIPA/SAICA Articles advantageous.Professional affiliation preferred.ERP and advanced Microsoft Excel experience.Knowledge of Microsoft Office Suite.Familiarity with Power BI or similar reporting...

These jobs were popular with other job seekers Insurance and Wealth Creation Professionals t/a IWCP Insurance and Wealth Creation Professionals t/a IWCP Reference: DBN000206-JC-1 Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independant Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciti...

Our client in the Hospitality sector is looking for a Financial Controller to join their team. As a member of the Executive Committee, the Financial Controller is responsible to demonstrate excellent financial controls including analytical and accounting skills which include forecasting, revenue management, capital expenditure planning, budgeting, monthly reports to Head Office and periodic Body ...

Salaried Financial Planner - (CFP or CFA Preferred) About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to...

Financial Planner About the company: We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role i...

Role Purpose: To lead and assume operational responsibility for several teams within the Dedicated Client Service area These teams include but are not limited to, Gauteng North and Gauteng Central ( focusing on Dedicated/Personal client service, and client retention We are looking for: An individual with tenacity and the ability to adapt within a fast-paced operational environment. The ideal cand...

For over 60 years, we at Liberty, have been in it with our clients. We were in it with you on your first day of work, right until the day you retired. For more than six decades, weve helped you dream of it, plan for it, deal with it. Weve been in it with you. All of it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity...